Naperville, IL Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

Naperville IL

Advisors at this office

2

Advisors at this office

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Darryl L

Series 63, Series 66

Naperville, IL

Eagle Strategies (NY Life)

Darryl Liu is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory role, Liu is engaged in freelance photography, taking on occasional paid assignments. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed 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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Matthew N

Series 63, Series 65

Naperville, IL

Eagle Strategies (NY Life)

Matthew Neill is a financial advisor with Eagle Strategies (NY Life) in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with New York Life Investment Management LLC since 2005. Outside of his advisory role, he is involved in reselling NFL tickets from his personal seat license. Eagle Strategies serves a broad mix of individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed 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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