Partners & Alliances
Wealth management is inherently a team sport; it requires multiple experts with diverse skill sets working together to accomplish the client’s vision of success. Through our industry partnerships, we’ve established a deep bench of resources that allows us to provide truly comprehensive financial planning. We get to know you, your values, and your goals, and then we identify strategies to help you mitigate risk and capitalize on opportunities. We coordinate all the pieces, making sure you have the best tools and professionals to help you implement your plan.
Great success often leads to greater complexity in your financial world. When you’re running a business or managing a large estate, you need the guidance of not just one, but multiple experts to execute a thorough, effective plan. Through our partnership with The Nautilus Group, you’ll have access to elite professionals who provide guidance for areas like tax planning, business succession strategies, and charitable giving.
Andrew Doran and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 compay and one of the largest mutual life insurance companies in the United States.
Through Eagle Strategies, Andrew Doran provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Other Trusted Professionals
If you already have an established relationship with a CPA, attorney, or other professional you trust, we’re happy to collaborate with them to help
you accomplish your goals. If these are gaps you need filled, we’ll introduce you to one of our partners to ensure you’re well taken care of.