Columbus, GA Bradley Park Court Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

5 Bradley Park Court, Suite 103

Columbus GA 31904

Advisors at this office

2

Advisors at this office

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Kermit G

ChFC®, Series 63

Columbus, GA

Eagle Strategies (NY Life)

Kermit Griner Jr. is a financial advisor with Eagle Strategies (NY Life) in Columbus, GA, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. He has been associated with Eagle Strategies since 2004 and has operated Griner-Isom Financial Strategies since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. 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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Lauren I

Series 66

Columbus, GA

Eagle Strategies (NY Life)

Lauren Isom is a financial advisor with Eagle Strategies (NY Life) based in Columbus, GA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Eagle Strategies since 2014 and has operated Griner-Isom Financial Strategies since the same year. Outside of her advisory work, Isom serves on several boards including the Council of Finance and Administration for the South Georgia Methodist Conference, the Planned Giving Council at Berry College, the Columbus, Georgia Sports Council, and MercyMed of Columbus, Inc. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management 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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