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Anthony O

ChFC®, Series 63

Anchorage, AK

Eagle Strategies (NY Life)

Anthony Orizotti is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 28 years with Eagle Strategies and more than three decades with affiliated New York Life entities. He is also appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with both individual and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jeffrey G

CFP®, Series 63

Anchorage, AK

Eagle Strategies (NY Life)

Jeffrey Gaylard is a CFP® professional with 32 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2010. He has held roles with Nylife Securities Inc. and New York Life Insurance since 2004. His activities also include brokering non-registered insurance products through various outside carriers. Eagle Strategies works with individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and maintains a majority of its assets under management on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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