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Mary P

Series 63, Series 66

Grand Island, NE

Eagle Strategies (NY Life)

Mary Place is a financial advisor with Eagle Strategies (NY Life) based in Grand Island, NE, holding Series 63 and Series 66 licenses and with 21 years of industry experience. Prior to joining Eagle Strategies in 2020, she worked with Grand Island Public Schools and has been affiliated with New York Life and Nylife Securities since 2003 and 2004, respectively. She also teaches a business class at Doane College once a week. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with an emphasis on tailored recommendations and primarily non-discretionary asset management.

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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