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Benjamin H

ChFC®, Series 63

South Burlington, VT

Eagle Strategies (NY Life)

Benjamin Hadley is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in South Burlington, VT. He has 27 years of industry experience, including roles at Retirement Income Strategies and Hadley Financial Group. Additionally, he serves as a trustee and manager for family trusts and LLCs that oversee real estate holdings. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs, emphasizing tailored solutions and primarily manages assets 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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Cody G

Series 63, Series 66

South Burlington, VT

Eagle Strategies (NY Life)

Cody Greene is a financial advisor with Eagle Strategies (NY Life) in South Burlington, VT, holding Series 63 and Series 66 licenses and having seven years of industry experience. His work history includes roles at Hadley Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory duties, he serves as a board member of his local homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutional sponsors. The firm emphasizes tailored solutions and primarily manages 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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Mary C

CFP®, ChFC®, Series 63, Series 65

So Burlington, VT

Eagle Strategies (NY Life)

Mary Capparuccini is a financial advisor with Eagle Strategies (New York Life) based in South Burlington, Vermont. She holds the CFP® and ChFC® designations and has three years of industry experience. In addition to her advisory role, she serves on the advisory board of Burlington Young Professionals, the board of the Women Business Owners Network in Vermont, and is an officer in the local Business Network International chapter. She also works part-time as a line cook at The Friendly Toast. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional clients, and corporate plans. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, with a majority of assets managed 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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