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Community Involvement

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Chicago Estate Planning Council

Barry Finkelstein is a Member and Past President of the Chicago Estate Planning Council. The organization was founded in 1938, and is one of the oldest and largest estate planning councils in the country. Their goal is to bring together specialists and educate the public on estate planning.


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Greater North Shore Estate and Financial Planning Council

Barry Finkelstein is a Member and Past President of the Greater North Shore Estate and Financial Planning Council. They are a nonprofit organization that is comprised of people in different fields of the the financial and estate planning industry. Their goal is to bring together specialists and educate the public on financial and estate planning.


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Jewish United Fund of Metropolitan Chicago

Barry Finkelstein is a Member of the Professional Advisory Committee with the Jewish United Fund of Metropolitan Chicago. Their mission is to strengthen the Jewish community in Chicago and throughout the world, and to provide human services for the Jewish people and others in need.


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Chicago Community Trust

Barry Finkelstein is a Member of the Professional Advisory Committee. They are dedicated to serving nonprofits and improving the region through grants, civic engagement and philanthropy. With the help of partners, Initiatives and foundations they are able to make a difference in the community.


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The Executives' Club of Chicago

Barry Finkelstein is a Member of the Chicagoland Chamber of Commerce. Their mission is to drive a dynamic economy and make Chicagoland a better place to live and work.


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Chicagoland Chamber of Commerce

Barry Finkelstein is a Member of the Chicagoland Chamber of Commerce. Their mission is to drive a dynamic economy and make Chicagoland a better place to live and work.


Disclosure

Barry Finkelstein is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #255677), AZ, CA (CA Insurance License #0A03477), CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NY, OH, PA, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Barry Finkelstein is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1650 Lake Cook Rd Ste 500, Deerfield, IL, 60015, 847-317-8711. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, NC, NY, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Barry Finkelstein is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IL, NC, NY, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Barry Finkelstein is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About
    • Meet Our Team
    • Our Professional Resources
    • Community Involvement
    • About Our Designations
  • Services
    • Business Solutions
    • Personal Solutions
    • Investment Management
    • Our Products
  • Approach
    • Six Key Process
    • Working with Other Advisors
  • Education
    • Video Learning Library
    • Newsletters
    • Helpful Links
    • Calculators
  • Client Access
    • New York Life
    • American Funds
    • Eagle Strategies /NYLIFE Securities
  • Contact

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