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Matt Wong, Financial Advisor with Eagle Strategies LLC

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Tacoma, WA
Matt Wong, Financial Advisor with Eagle Strategies LLC

I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions.

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 care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh 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.
1201 Pacific Avenue, Suite 1600, Tacoma, WA 98402 (253) 597-7114

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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is OI134449.

11/29/2021

Did you know that long-term care insurance typically covers both in-home care, as well as care received at a specialized facility like an adult day care, assisted living facility, nursing home or memory loss unit?

The misconceptions about what long-term care involves and peoples’ images of the most common care settings are understandable since long-term care insurance originally started as nursing home insurance four decades ago.

11/22/2021

Did you know that neither Medicaid or Medicare, nor your health insurance will pay for extended long-term care services? Learn more about these programs during Long-Term Care Awareness Month
https://acl.gov/ltc/costs-and-who-pays/who-pays-long-term-care

11/15/2021

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

11/08/2021

Long-Term Care Awareness Month is the perfect time to discuss caregiving with your loved ones.
https://www.nia.nih.gov/health/caregiving

11/01/2021

How are your loved ones preparing for long-term care? Learn about available solutions during Long-Term Care Awareness Month.

Retirement is costly, especially if you need help taking care of yourself. Protect your comfortable lifestyle with long-term care insurance from New York Life!

11/13/2020

“I find that the harder I work, the more luck I seem to have.” ~Thomas Jefferson

09/11/2020

You've made your home your own. Life insurance can provide the mortgage protection you need to keep it that way.