Denver, CO Cherry Creek South Drive Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

3200 Cherry Creek South Drive, Suite 700

Denver CO 80209

Advisors at this office

2

Advisors at this office

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Lucas B

Series 66, Series 63

Denver, CO

Eagle Strategies (NY Life)

Lucas Bisbee is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to his financial services career, he was involved with the American Hockey League as an on-ice official and currently works as an independent contractor for the National Collegiate Hockey Conference in the same capacity. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, serving both retail and institutional clients 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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Arthur G

Series 63, Series 66

Denver, CO

Eagle Strategies (NY Life)

Arthur Garcia Jr. is a financial advisor with Eagle Strategies (New York Life) in Denver, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Eagle Strategies since 2017 and has been affiliated with New York Life Insurance Company since 2001. Outside of his advisory role, he serves on the board of Judi's House, a bereavement services nonprofit. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations across various program types and manages the majority of its 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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