Sunny Financial Strategies, LLC jobs and careers

About Sunny Financial Strategies, LLC

Sunny Financial Strategies is focused on providing exceptional service and expertise in key areas of financial life for individuals, families, and businesses. Some of these areas include: •Wealth Management •Insurance Planning- Life, Disability, Long Term Care •Investment Planning •Retirement Savings/Income Planning •Estate/Inheritance Planning •Education Planning •Employee Benefits/Company 401ks •Business Planning •Tax Reduction Planning •Social Security/Medicare •Asset Allocation •Debt Reduction Strategies •Charitable Giving Strategies •Advanced Financial Planning Tom Sunny, CFP®, CLU®, RICP® provides quality financial strategies, and offers insurance and financial services to individuals, families, and businesses. Tom Sunny, CFP®, CLU®, RICP® is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Registered Representative of and offers securities & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and a New York Life Company. Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. 475 N Martingale Rd, Suite 1250, Schaumburg, IL 60173 847-414-9116 My California Insurance license number is #0M96825.   Tom Sunny, CFP®, CLU®, RICP® is not licensed in all jurisdictions.   Neither Sunny Financial 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. Sunny Financial Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates. 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.