Brennan CLU®, ChFC®, RICP®, AEP® has been a dedicated agent with New York Life Insurance Company since 1994 and a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, since 2006. 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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. In addition, I am also Accredited Estate Planner® (AEP®) from the National Association of Estate Planners & Councils (NAEPC). The AEP® designation represents a graduate-level, multi-disciplinary specialization in estate planning, awarded only to professionals who meet rigorous standards of experience, education, ethics, and character. Armondo's adherence to the AEP®'s team-based approach ensures that he provides clients with the highest level of collaborative estate planning services. Any testimonial on this site is 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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0H53836.
4308 N. McAllen, Texas 78504
(956) 630-9120
