Effective financial strategies can sometimes require a team of experienced
professionals working together to serve your best interests. In such situations, we are
the quarterback who makes sure everyone is working together to achieve the best possible
results. If you have existing team members you trust, such as your CPA or attorney, we are
happy to work with them, and we can also bring in our subject-matter experts as needed. Some
of our strategic alliances are detailed below.
Through Eagle Strategies, Juliette Castelli-Kolev provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Juliette Castelli-Kolev and her fellow financial professionals are proud to be
affiliated with New York Life Insurance Company. New York Life and its wholly owned
subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A
mutual insurance company, New York Life is one of the largest mutual life insurance
companies in the United States, and holds the highest financial strength ratings
currently awarded to any U.S. life insurer from all four of the major credit rating
agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard
& Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
As an Agent of New York Life, Juliette Castelli-Kolev has exclusive access to the
Advanced Planning Group - a premier planning team at New York Life Insurance Company
with experience in law, accounting, insurance and business planning. Juliette's access
to these resources allows her to bring experience, value and insight to assist you with
your business and estate planning needs.
