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Through Eagle Strategies, Andrew J. Bondar 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.
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Andrew J. Bondar can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.
Andrew J. Bondar and his 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 company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 07/30/18.)
* Based on revenue reported by Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/18. For methodology, plese see http://fortune.com/fortune 500/
Andrew Bondar is also separately registered as an investment adviser represantative "IAR" under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA and OR. As such, these services are strictly intended for individuals residing in CA and OR.
Andrew Bondar is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA Insurance License #0B81403, and OR. No insurance business may be conducted outside these states referenced.
Andrew Bondar is a Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 4366 Auburn Blvd. Sacramento, CA 95841 (916)483-0300. In this regard, this communication is strictly intended for individuals residing in the states of CA and OR. No offers may be made or accepted from any resident outside the specific states referenced.
Bondar and Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.
Eagle Strategies LLC and NYLIFE Securities are New York Life Companies.