Chris Saras, Cfp®, Lutcf® Email & Phone Number

Orange City, Ia, Us

As the Founder and Principal at The Pathway Financial Group, I approach financial planning from a holistic focus. I start by assessing individuals' financial needs, finding what's important to them, and helping them prioritize planning for short- and long-term financial goals. I take a holistic approach to the planning process and focus on the areas of: - Forward looking tax strategies - Insurance planning - Investment planning - Social security & retirement planning - Estate planning - Cash flow planningAny testimonials on this site are based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.112 Central Avenue NWOrange City, IA 51041Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. Licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither The Pathway Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.The Pathway Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Not licensed in all jurisdictions. CA insurance license: #0F58100. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

New York, Ny, Us

As a Financial Adviser I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I provide sophisticated wealth management services by designing customized investment solutions that address the unique investment objectives and risk tolerance levels of individuals and businesses to help them meet a number of insurance and financial needs.

I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans.

New York, New York, Us

As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs based approach to properly assess and determine what their life insurance or long-term care planning needs are.

Certified Financial Planner™ Certification

Life Underwriter Training Coucil Fellow (Lutcf®), Insurance & Investment Planning

B.S., Business Administration

Managerial Economics