As seasoned professionals with training in estate planning, tax reduction strategies, business succession, investment planning and insurance coverage, our strategic team will help you draft one integrated strategy that matches your life's goals, visions and enduring principles. As your situation and objectives change over time, we will continually revise and update your plan. Making sure you get t
he proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow. Because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented. Bridging the gap between where you are and where you want to be. Gordon Parker:
In addition to a Financial Adviser 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. I am not licensed in all jurisdictions.
1206 Laskin Road
Ste 230
Virginia Beach, VA 23451
757-417-7700
Neither Heritage Business Strategies LLC 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. Heritage Business Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates.
