Strategic Alliances

New York Life

Sarah is committed to providing her clients with the best quality products and services. New York Life Insurance is a mutual company and a Fortune 100 company with a 170-year history, and is an industry leader in investment annuity products, life insurance, and long-term care insurance.



Eagle Strategies, LLC

Sarah is a Fee-Based Financial Advisor and Investment Advisory Services provider with Eagle Strategies, a subsidiary of New York Life Insurance Company that is registered with the SEC.





New York life Securities, LLC

Sarah is also a Registered Representative with NYLIFE Securities LLC, which offers full-service investment solutions catering to investors of all levels. The firm provides a selection of over 2,500 mutual funds, including tax-deferred IRAs that are self-directed.




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Advanced Planning Group

As an Eagle Strategies Financial Advisor, Sarah Smith has access to New York Life Insurance Company's Advanced Planning Group, a top-tier team with expertise in law, accounting, insurance, and business planning that can help with business and estate planning needs. Learn more at Advanced Planning Group.