Our Team
Barry L. Finkelstein
Ph.D., MSFS, CLU®, ChFC®, CFP®, RHU®, REBC®, CASL®, CAP®, RICP®
Financial Adviser
Mr. Barry Finkelstein, a financial adviser with Eagle Strategies LLC and insurance agent for New York Life, is a rare breed. He specializes in helping many clients of different ages and backgrounds prepare for and navigate life's milestones and transitions. He works with business owners and professionals in a wide range of fields and industries who seek assistance with personal financial and estate planning, succession planning, executive benefits and buy-sell planning.
Mr. Finkelstein is a lifelong learner, continually seeking knowledge of the industry to better serve his clients' needs. In addition to the strong, lasting relationships he's built with his clients, Mr. Finkelstein's wide array of professional designations further prove his dedication to his clients.
To learn more about Mr. Finkelstein's designations, please click here.
So honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. I entered this industry to help my clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that I do for my clients. For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.
Aaron Finkelstein
Agent
Aaron is one of our Associate Financial Representatives providing operational and client support for Barry with a focus on financial planning analysis and life insurance case design. Aaron graduated with a BFA in acting from New York University and returned to Chicago in 2005 to join the family business. He spends his free-time wrapped around the fingers of his three young daughters and plays the guitar whenever he can find a moment.
Matthew O’Neill
Registered Service Assistant
Matthew is one of our Associate Financial Representatives, providing operational and client support for Barry with an emphasis on investment strategies. Matthew graduated with a degree in finance from Bowling Green State University, and started his career as a Financial Analyst in Private Equity and Corporate Finance. In his free time, Matthew is an avid golfer, swimmer and a big college football fan.
Our Professional Resources
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Barry Finkelstein works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
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Eagle Strategies LLC
Through Eagle Strategies, Barry Finkelstein provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
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New York Life
Barry Finkelstein and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/30/2021.)
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