Winny Lin Email & Phone Number

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of CA. As such, these services are strictly intended for individuals residing in the states referenced.I am an agent licensed to sell insurance through New York Life Insurance Company CA #OE31564 and may be licensed with various other independent unaffiliated insurance companies in the states of California, Las Vegas, New York and Texas. No insurance business may be conducted outside this/these state(s) referenced. Additionally, I am a Registered Representative and offer securities products & services through NYLIFE Securities LLC. Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA . No offers may be made or accepted from any resident outside the specific state(s) referenced. (2121 South El Camino Real Suite1200 San Mateo, CA 94403 (650)513-3261).I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Listed skills include Insurance, Retirement Planning, Life Insurance, Estate Planning, and 8 others.