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Adam Herzing, CFP
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Financial Planning*


Through Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables, including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Disclosure

Adam Herzing is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #9820958), AZ, CA (CA Insurance License #0F87737), CO, CT, ID, IL, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

Adam Herzing is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 26501 Rancho Pkwy S Ste 102, Lake Forest, CA, 92630, 949-600-8252. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, ID, IL, IN, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Herzing is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, FL, ID, IL, IN, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Herzing is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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

For more information about NYLIFE Securities LLC and its investment professionals.

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Adam Herzing, CFP
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  • About
    • How We're Different
    • Meet Your Team
    • Strategic Resources
    • You-Centric Approach
  • Expertise
    • Services for Individuals & Families
    • Services for Businesses
    • Services for Pre-Retirees & Retirees
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
    • Navigating Income Tax
  • Resources
    • Weekly Market Overview
    • Our Blog
    • Investment News
    • Combined Video Library
    • Newsletter Articles
  • Contact
    • Get a Second Opinion
    • Office Information
  • CLIENT DASHBOARD

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