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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.)


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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