Lake Charles, LA Bayou Pines E Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

790 Bayou Pines E

Lake Charles LA 70601

Advisors at this office

2

Advisors at this office

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Elizabeth H

Series 65, Series 63

Lake Charles, LA

Eagle Strategies (NY Life)

Elizabeth Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Eagle Strategies, she worked at Sam Hebert Financial Group and NYLIFE Securities LLC. Outside of her financial advisory role, she teaches yoga and provides ontological coaching services, and she volunteers on the planning committee for the American Cancer Society Hope Ball. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most 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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Samuel H

Series 63, Series 65

Lake Charles, LA

Eagle Strategies (NY Life)

Samuel Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1995 and operates the Sam Hebert Financial Group. Outside of his advisory work, Hebert volunteers as a child advocate with the Court Appointed Special Advocates program and is an investor in several non-investment-related ventures, including digital health and music technology startups. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers various program types tailored to client and plan sponsor goals and manages a significant portion of 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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