Peabody, MA Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

3

Of 2,484 advisors across 960 offices

Location

3 Centennial Drive, Suite 100

Peabody MA 01960

Advisors at this office

3

Advisors at this office

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Richard M

Series 63, Series 65

Peabody, MA

Eagle Strategies (NY Life)

Richard May is a financial advisor with Eagle Strategies (New York Life) based in Peabody, MA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Eagle Building and Remodeling for nine years. He operates Dickinson Wealth Strategies, LLC, through which he sells insurance products and brokers non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client needs, managing the majority of 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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Dennis D

Series 63, Series 65

Peabody, MA

Eagle Strategies (NY Life)

Dennis Dickinson is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has operated Dickinson Wealth Strategies, LLC since 2018 and has been associated with Eagle Strategies and New York Life entities since 2009. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed 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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Nicholas C

Series 65, Series 63

Peabody, MA

Eagle Strategies (NY Life)

Nicholas Cross is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Tritower Real Estate Capital, DMB Financial, and TD Bank. He operates under the DBA Dickinson Wealth Strategies LLC to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, 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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