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James C

Series 63, Series 66

Martinez, GA

Eagle Strategies (NY Life)

James Clayton is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 registrations. He has five years of industry experience and has worked previously with NYLIFE Securities, LLC and New York Life Insurance Co. Clayton volunteers as an ambassador with the Augusta Metro Chamber of Commerce and serves as a board member for Easterseals East Georgia. He is also involved in Business Networking International, where he is set to become vice president of his local group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed 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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Betty K

Series 63

Martinez, GA

Eagle Strategies (NY Life)

Betty Kendra is a financial advisor with Eagle Strategies (NY Life) in Martinez, GA, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Eagle Strategies since 2014 and also serves as Vice President, Secretary, and Treasurer of Kendra Financial Group, LLC, which manages office overhead expenses and offers insurance and annuity products. Kendra is additionally appointed as an insurance broker with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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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