Securities Services

We offer Various Products And Services To Help You Meet Your Financial Needs.

Welcome to RMR Wealth Strategies, as an Eagle Strategies Financial Advisor and Registered Representative with NYLIFE Securities LLC, I provide investment advisory and securities services to help you achieve your financial goals. Whether you’re a seasoned investor or new to the world of securities, I offer guidance and information so you can make well-informed decisions about your financial future.

Through NYLIFE Securities LLC and Eagle Strategies, clients can access a variety of solutions.

Securities Services

• Investment Management

• Portfolio Analysis

• IRAs

• 401(k) Rollover

• 403(b) Rollover

When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.

Our investment management services are tailored to meet each client’s unique needs, and we work closely with you to understand your risk tolerance, investment goals, and time horizon. We’ll develop a customized investment strategy to help you achieve your financial goals and constantly monitor your portfolio to ensure that it remains aligned with your objectives.

We also provide financial planning services to help you create a comprehensive plan that considers all aspects of your financial situation. This includes the following.

RMR Wealth Strategies Can Help

At RMR Wealth Strategies, we understand that every client is unique, and we strive to provide personalized service that meets the specific needs of each individual. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals with our securities and financial planning services.