Downers Grove, IL Butterfield Rd Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,529

Across 963 offices

Clients per advisor

52 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.

The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.

Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.

Based on Eagle Strategies (NY Life)

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

2001 Butterfield Rd, Ste 800

Downers Grove IL 60515

Advisors at this office

4

Advisors at this office

user avatar

Dharmesh G

Series 63, Series 66

Downers Grove, IL

Eagle Strategies (NY Life)

Dharmesh Goel is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Eagle Strategies since 2013 and Glen Oak Financial, Inc. since 2014, where he engages in insurance brokering and property and casualty sales. Outside of his advisory role, he is involved with the United States Tennis Association as a tennis champion promoting the sport locally. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services often connected with insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its regulatory 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
user avatar

John C

Series 63, Series 65

Downers Grove, IL

Eagle Strategies (NY Life)

John Christopher is a financial advisor with Eagle Strategies (New York Life) based in Downers Grove, Illinois, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been affiliated with New York Life and related entities since 2001 and is involved in multiple business ventures including ownership of Exodus Business Strategies LLC and Christopher Financial Group LLC. Additionally, he serves as a board member of Medinah Country Club. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, emphasizing tailored recommendations and fiduciary responsibilities 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
user avatar

Taylor R

Series 63, Series 65

Downers Grove, IL

Eagle Strategies (NY Life)

Taylor Reynolds is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked with several firms including Avail Financial Partners LLC, Christopher Financial Group, and Noble Capital Group. Outside of his advisory work, Reynolds coaches youth lacrosse for players aged 6 to 14 and serves on the boards of the Chicago Area University of Alabama Alumni Association and the Rotary Club of Downers Grove. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual and institutional investors. The firm emphasizes tailored advice and offers a range of program types, managing the majority of its assets on a non-discretionary basis within its integrated New York Life structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Jesse Z

Series 63, Series 65

Downers Grove, IL

Eagle Strategies (NY Life)

Jesse Zaragoza is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His background includes roles at Prudential Insurance Company of America, U.S. Bancorp Investments, and New York Life Insurance Company. Outside of securities, he is involved in brokering insurance and property and casualty products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and advisory services linked to insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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