In this episode of Under the Rug Podcast, we spoke with our good friend Chris Smith, a financial advisor with Eagle Strategies. We had some great conversations about business, wealth, financial philosophy, and more! We definitely hope to have Chris back on the podcast!
As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and into the next generation.
I started my practice in 2012 in Fenton, Michigan. In 2014 I transitioned to New York Life as it allowed me a larger set of resources for my clients. In 2016 I was asked to join the management team with NYL in Grand Rapids. In that role, I stepped out of my practice to develop new advisors as they began their journey. After almost 4 years and about 30 new advisors hired, I decided to step back into my own practice with Eagle Strategies – which is the Wealth Management subsidiary of New York Life.
I have worked with many families and business owners to help clarify and solidify their financial futures. I enjoy understanding the needs and wants of my clients so I can always create the best path. I am passionate about finding creative ways to solve problems, protect futures, and create legacies. I partner with other professionals to ensure that legal and tax implications are considered during the planning process so my clients don’t have to worry – they can just enjoy retirement and know they have a team on their side.
