Alliance with Chris Grimes

In 2013, I made the decision to partner with another New York Life Agent.  This alliance will ensure my clients receive the personal attention and quality of service they deserve.  Chris Grimes, CFP® has agreed to take on the responsibly to continue fulfilling promises made to those who became New York Life clients.

 

I feel very fortunate to be working with Chris.  He graduated from the University of Colorado at Denver with a B.S. in Financial Management, Magna Cum Laude.  Chris has 8 years experience working in financial planning roles and is a Certified Financial Planner™ Practitioner.  In addition to being a New York Life agent, Chris is a registered representative for NYLIFE Securities LLC and a financial advisor offering investment advisory service through Eagle Strategies LLC¹.

 

Chris found his calling in serving professionals, business owners, and families.  Through a sound macro holistic planning process, he delivers strategic and focused financial plans unique to the industry.  Rooted in his planning is helping to educate clients about smart tax saving² methodologies, while maintaining risk diversified portfolio allocations to ensure an absolute balance in preparation for eventual retirement income concepts.  He stands for the possibility of positive impactful change. He is driven to mentor and empower people to improve themselves and their surroundings.

His motivation is your success!

 

Our commitment to providing you with the best in coverage, service and assistance remains strong – perhaps even stronger now.

 

 

¹ Fee based financial planning Investment advisory services offered through Eagle Strategies, LLC, A Registered Investment Adviser.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.

² Neither New York Insurance Company, nor its agents, provide tax, legal, or accounting advice.  Please consult you own tax, legal, or accounting professional before making any decisions. 

Financial adviser Chris Grimes is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of California (Ins. License # 0I54467), Colorado, Illinois, Maryland, Minnesota, North Dakota, Nebraska, Texas and Washington. No insurance business may be conducted outside the states referenced.

Chris Grimes is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a registered broker-dealer and a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of California, Colorado, Florida, Maryland, North Dakota and Nebraska. No offers may be made or accepted from any resident outside the specific states referenced.

Chris Grimes is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of California, Colorado, Florida, North Dakota and Nebraska. As such, these services are strictly intended for individuals residing in the specific states referenced.

 

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