Patrick Allen, Financial Advisor with Eagle Strategies LLC

Patrick Allen, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

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.

8075 Leesburg Pike, Suite 400, Vienna, VA 22182
T: (202) 834-4274

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. 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. I am not licensed in all jurisdictions.

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stre...
02/10/2024

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know.

Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.

Planning for retirement as a business owner may have its challenges but it’s a necessity if you want to retire comfortab...
10/10/2023

Planning for retirement as a business owner may have its challenges but it’s a necessity if you want to retire comfortably. These 10 strategies can help you accumulate more wealth and accelerate your retirement savings.

Owning and managing a business is a monumental responsibility. As a business owner, you make all of the decisions for your business, which affects your income and the livelihoods of...

Help your employees prepare for whatever the future may bring. With Group Term Life insurance, your employees and their ...
05/14/2023

Help your employees prepare for whatever the future may bring. With Group Term Life insurance, your employees and their families receive valuable protection from undue financial hardship.

Find out how New York Life can help protect your family from the unexpected with Group Term Life Insurance.

What would happen if one of your employees couldn’t work for a period of time due to an injury or illness? Could they af...
05/07/2023

What would happen if one of your employees couldn’t work for a period of time due to an injury or illness? Could they afford to take the time off? Disability insurance protects their income so they can focus on recovery.

How long could your workers go without a paycheck? Disability Insurance from New York Life can protect your workforce and your business.

04/30/2023

The demand for voluntary benefits in the workplace has been increasing, as employees expect more from their employers. Wondering how you can stay competitive? Click below to learn about Employee’s Whole Life Insurance.

Thinking about purchasing a life insurance policy through your employer? Learn how employee’s whole life from New York Life can protect you and your family.

04/23/2023

What’s the key to cultivating a strong workforce? Investing in it. New York Life Business Solutions offers a variety of benefits for your business and employees. Click below to read more.

Improve workplace morale with New York Life group employee benefits and insurance product offerings for small businesses.

Looking for financial support for your small business? I’ve got you covered. I’m ready to work with you to find the righ...
04/16/2023

Looking for financial support for your small business? I’ve got you covered. I’m ready to work with you to find the right solutions for you and your employees. Learn more of the benefits of working with a New York Life agent below.

What can a New York Life agent do for your small business? Find out what type of solutions are offered to help protect your business.

Ready to take the next step for your business? New York Life Business Solutions offers expert financial guidance to keep...
04/09/2023

Ready to take the next step for your business? New York Life Business Solutions offers expert financial guidance to keep you on track and plan for your future. Click the link below to learn more about who we are.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

Address

8075 Leesburg Pike
Washington D.C., DC
22182

Telephone

+12028344274

Website

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