Trumansburg, NY Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

6

Of 2,484 advisors across 960 offices

Location

1 Old Main St

Trumansburg NY 14886

Advisors at this office

6

Advisors at this office

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Michael S

Series 66

Trumansburg, NY

Eagle Strategies (NY Life)

Michael Strong is a Series 66 licensed financial advisor with 10 years of experience, currently affiliated with Eagle Strategies (NY Life). He has worked at H&H Financial Group LLC and associated entities since 2016. His other business activities include insurance brokering and involvement as a profit interest member in a real estate LLC used for office space by his firm partners. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working 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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Scott H

Series 63, Series 65

Trumansburg, NY

Eagle Strategies (NY Life)

Scott Hurlbut Sr. is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Eagle Strategies since 1999 and also works with H&H Financial Group. Outside of advising, he brokers health and life insurance and is involved with H H Squared Partners, LLC as a member. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected 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
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Manda L

Series 63, Series 65

Trumansburg, NY

Eagle Strategies (NY Life)

Manda Lewis is a financial advisor with Eagle Strategies (NY Life) in Trumansburg, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at H&H Financial Group LLC since 2012 and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2005. Lewis is also involved as an associate and broker with H&H Financial Group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored advice and offers multiple program types, primarily managing 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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Colton H

Series 66

Trumansburg, NY

Eagle Strategies (NY Life)

Colton Herrington is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation. He has 12 years of industry experience and has been affiliated with New York Life and its related entities since 2013. Outside of his advisory role, Herrington is involved in several business ventures including owning an employment agency and a construction and excavation company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its 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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Lucas H

Series 63, Series 66

Trumansburg, NY

Eagle Strategies (NY Life)

Lucas Herrington is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been associated with H & H Financial Group LLC and Eagle Strategies since 2012, and with New York Life and NYLIFE Securities since 2010 and 2011, respectively. Outside of his advisory work, Herrington owns and operates Elk Creek Enterprises, a construction and excavation company. 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 investment adviser representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working extensively with institutional plan sponsors 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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Kyle H

ChFC®, Series 63, Series 65

Trumansburg, NY

Eagle Strategies (NY Life)

Kyle Herrington is a financial advisor with Eagle Strategies and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been associated with Eagle Strategies since 1998 and New York Life since 1994. Outside of his advisory work, he owns Crescent Lake Camp Grounds as a rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor needs.

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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