Scottsdale, AZ East Cactus Road Office

Bruce Usher is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been associated with New York Life since 1983 and founded Usher & Associates, LLC and Usher Benefits, which focus on insurance brokering. Outside of advising, he serves on the board of the office condo association where his office is located. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Steven Mindak is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Mahoney Financial Organization and direct involvement with New York Life Insurance Company and Nylife Securities LLC since 1987. He also operates Mindak Financial Group, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs, with most assets managed on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.