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Marcel F

Series 63

Sugar Land, TX

Eagle Strategies (NY Life)

Marcel Frey is a financial advisor with Eagle Strategies (NY Life) based in Sugar Land, TX, holding a Series 63 license and over 30 years of industry experience. He has been associated with Eagle Strategies and New York Life since 1995 and leads The Frey Financial Group, LLC since 2003. Outside of his advisory roles, he owns acreage supporting cattle ranching and mineral rights properties in Fort Bend and Austin Counties. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types within the 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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Raymond V

ChFC®, Series 63

Sugar Land, TX

Eagle Strategies (NY Life)

Raymond Vitek Jr. is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience and holds the ChFC® and Series 63 designations. He has been active in various roles including at Linea Wealth Group, LLC and Vitek Insurance Services, LLC. Outside of his advisory work, he owns rural land in Fayette County, Texas, from which he receives royalties. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations 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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Ramesh C

Series 63, Series 66

Sugarland, TX

Eagle Strategies (NY Life)

Ramesh Cherivirala is a financial advisor with Eagle Strategies (NY Life) based in Sugarland, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies and New York Life since 2001 and operates RCherry Financial Group, LLC, focusing on New York Life products and non-registered insurance brokering. Outside of his advisory role, he is active in community organizations, serving as a board member or secretary for several local charitable, religious, and community groups, and volunteers with a South Asian political radio forum. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations 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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