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Joe L
Series 63, Series 65
Yuma, AZ
Eagle Strategies (NY Life)
Joe Lau is a financial advisor with Eagle Strategies (NY Life) based in Yuma, AZ. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Lau has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1989. He is also appointed with outside insurance carriers for brokering non-registered investment-related insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with a majority of its assets managed on a non-discretionary basis.
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