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Timothy H

Series 63, Series 65

Morgan City, LA

Eagle Strategies (NY Life)

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1996. He serves as a Sergeant at Arms on the local Rotary Board. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a significant portion of its 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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