Harrison Saal, Financial Advisor with Eagle Strategies LLC

Harrison Saal, Financial Advisor with Eagle Strategies LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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.

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annu...
06/18/2025

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annuity may be your better option. From tax benefits to return on interest, make sure you're saving the right way for the goals you want to achieve.

Read the pros and cons of fixed deferred annuities and CDs. Compare taxation and rates of CDs vs fixed annuities and decide which is best for you.

When you leave your job or retire, you have a decision to make regarding your 401(k) money. Click to learn more.
03/26/2021

When you leave your job or retire, you have a decision to make regarding your 401(k) money. Click to learn more.

When you leave your job or retire, you have a decision to make regarding your 401(k) money.

If you're not saving for retirement, check out these two reasons for starting early.
02/10/2021

If you're not saving for retirement, check out these two reasons for starting early.

She didn't have a clear idea of her future retirement when she started saving at 24. But with growing investment accounts, her options are open.

These are challenging times for Millennials and their savings accounts. Understanding the landscape can help.
01/16/2021

These are challenging times for Millennials and their savings accounts. Understanding the landscape can help.

A new Harris Poll among over 500 U.S. millennials (ages 24-39), commissioned by DailyPay, the Funding Our Future Campaign, and the Center for Financial Security at the University of Wisconsin reveals that millennials have been hit hard financially by the global pandemic. More than half (52%) note th...

After going through the experience myself with losing my home in the 2017 Tubbs Fire, I wanted to add another important ...
09/24/2020

After going through the experience myself with losing my home in the 2017 Tubbs Fire, I wanted to add another important item to this article's list of things to bring with you if the dreaded evacuation order ever happens:

Family photo albums.

It is shocking to realize how many things within your home can be easily replaced. But when it comes to photos of the good times and other special events, those can never be replaced once they're gone.

If it came down to it, what irreplaceable item would you put in your evacuation bag?

Here are things that can be done to help keep you and your home safe during fire season.

Restaurateurs, this one's for you: Try these tips for a successful recovery.
09/03/2020

Restaurateurs, this one's for you: Try these tips for a successful recovery.

With this slowdown comes a rare opportunity to adjust outdated processes and focus on future success.

The end of the summer is the perfect time to review your financial goals. Whether growing your family, starting a busine...
08/25/2020

The end of the summer is the perfect time to review your financial goals. Whether growing your family, starting a business, or saving for retirement — let's talk about how you can make it happen.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

I have some good news that I would like to share! During this last weekend my younger brother Landon had completed his E...
08/21/2020

I have some good news that I would like to share!

During this last weekend my younger brother Landon had completed his Eagle Scout project by building a 60 foot long wooden fence along a steep portion of a hiking trail in Sugarloaf Ridge State Park. Thanks to him and the rest of Troop 125, the park is now safer for kids to walk the trails! Way to make the family proud Landon!

Address

Santa Rosa, CA
95404

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Alerts

Be the first to know and let us send you an email when Harrison Saal, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share