Grozinger Otto

At New York Life, we understand that life is full of unexpected surprises, and navigating your finances can be overwhelming. Our mission is to provide you with a dedicated financial professional who can help you make informed decisions about your financial future. With our extensive range of products and services, we aim to empower you to take control of your finances and make the most of your hard-earned money.

Our team of experienced financial advisors are committed to understanding your unique financial needs and goals. Whether you're planning for retirement, looking to invest in your future, or simply seeking to protect your family's financial security, we have the tools and expertise to help you achieve your objectives.

Our Services

We offer a wide range of financial services designed to cater to your specific needs and goals. Our services include:

• Investment Planning: Our team of experienced financial advisors will work with you to create a personalized investment strategy that aligns with your risk tolerance, investment goals, and time horizon.

• Retirement Planning: We can help you plan for a secure retirement by evaluating your current savings, projecting your future needs, and developing a strategy to ensure you have the financial resources you need to enjoy your golden years.

• Estate Planning: Our advisors can assist you in creating a comprehensive estate plan that ensures your assets are distributed according to your wishes, while minimizing tax liabilities and ensuring your loved ones are protected.

• Life Insurance: We offer a variety of life insurance products designed to provide financial protection for your family in the event of your passing. Our advisors can help you determine the right type and amount of coverage for your specific needs.

• Tax Planning: Our team can help you navigate the complex world of tax planning, ensuring you take advantage of available deductions and credits, and minimizing your tax liabilities.

Advanced Planning Resources

At New York Life, we believe in empowering our clients with the knowledge and tools they need to make informed financial decisions. That's why we offer a variety of advanced planning resources, including:

• Calculators: Our online calculators can help you estimate your retirement needs, determine your life insurance requirements, and more.

• Articles: Our library of financial articles provides valuable insights and information on a wide range of topics, from budgeting and saving to investing and retirement planning.

• Videos: Our educational videos offer practical advice and strategies for managing your finances and achieving your financial goals.

• Tax Resources: We provide access to a variety of tax planning resources, including information on tax laws, deductions, and credits.

Account Access

We understand the importance of staying informed about your financial accounts. That's why we offer secure online access to your accounts through NYL Online Account and NYLIFE Securities. With these tools, you can easily view your account balances, recent transactions, and more from the comfort of your own home.

Eagle Strategies

Eagle Strategies LLC is a registered investment advisor and a wholly-owned subsidiary of New York Life Insurance Company. Through Eagle Strategies, we offer comprehensive financial planning and investment management services designed to help you achieve your long-term financial goals.