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Adam Herzing, CFP
  • About
    • How We're Different
    • Meet Your Team
    • Strategic Resources
    • You-Centric Approach
  • Expertise
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    • Lifetime of Hope
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Financial Planning*


Through Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

For more information about NYLIFE Securities LLC and its investment professionals.

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Adam Herzing, CFP
  • About
    • How We're Different
    • Meet Your Team
    • Strategic Resources
    • You-Centric Approach
  • Expertise
    • Services for Individuals & Families
    • Services for Businesses
    • Services for Pre-Retirees & Retirees
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
    • Navigating Income Tax
  • Resources
    • Weekly Market Overview
    • Our Blog
    • Investment News
    • Combined Video Library
    • Newsletter Articles
  • Contact
    • Get a Second Opinion
    • Office Information
  • CLIENT DASHBOARD
Disclosure

Adam Herzing is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Adam Herzing (AR Insurance License #9820958) (CA Insurance License #0F87737).

Adam Herzing is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 26501 Rancho Pkwy S Ste 102, Lake Forest, CA 92630, 949-600-8252. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Adam Herzing is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Adam Herzing is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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