Randy Lee Wentz, Financial Advisor with Eagle Strategies LLC

Randy Lee Wentz, Financial Advisor with Eagle Strategies LLC Financial Advisor helping families and business owners develop a sound financial strategy Knowledge is the key to a successful financial future.

My goal is to help to manage risk and optimize financial growth. My experience, professionalism and access to a wide variety of products and services can help you meet your personal and business financial goals, estate strategies, exit strategies, and insurance needs. As an executive, entrepreneur, and financial services professional, I bring diverse experience in business ownership, sales and ma

rketing, banking, insurance, risk management, fraud prevention, and operational leadership. My career reflects a strong record of achievement in business development, customer relationship management, financial analysis, regulatory compliance, and team leadership. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Reeder Financial Group, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Reeder Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Office Address: 5702 Pebble Ridge Drive, Milton, FL 32583

Phone: (850) 206-5885

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3SAs6WV
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4pPS450
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4pwUBRn
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shif...
06/28/2026

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shift. Unexpected health events. The good news? Protection strategies exist for every life stage:
• Early accumulation
• Peak accumulation & pre-retirement
• Retirement & legacy planning
Start the conversation that safeguards your financial future. Your plan deserves it.
https://bit.ly/4aY1V2l

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among st...
06/27/2026

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?
https://bit.ly/4oUsNGv

Address

5702 Pebble Ridge Drive
Milton, FL
32583

Telephone

+18502065885

Website

Alerts

Be the first to know and let us send you an email when Randy Lee Wentz, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Randy Lee Wentz, Financial Advisor with Eagle Strategies LLC:

Shortcuts

Share