Financial Services Professional with Three Groves LLC helping clients create custom-tailored solutions including retirement planning, insurance protection, and other personal or business financial needs. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of ca
re and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
2455 Bennett Valley Road, Suite B200 Santa Rosa, CA 95404 (707) 260-9891
My California Insurance license number is #4014115
Neither Three Groves Insurance and Financial Services, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Three Groves Insurance and Financial Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
