About Us

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.