Professional Resources

Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, James Garner 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.

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The Advanced Planning Group

The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial services to provide New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means James Garner can bring experience, value and insight to your planning situation.

The Advanced Planning Group does not provide specific legal, tax or accounting advice.

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emoney

eMoney

eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the leading provider of wealth management technology developed for financial advisors, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's technology enables financial advisors to build stronger client relationships, and streamline business operations. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney's solutions transform the wealth management experience.

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