Our Team

Barry L. Finkelstein
Ph.D., MSFS, CLU®, ChFC®, CFP®, RHU®, REBC®, CASL®, CAP®, RICP®

Financial Adviser

Mr. Barry Finkelstein, a financial adviser with Eagle Strategies LLC and insurance agent for New York Life, is a rare breed. He specializes in helping many clients of different ages and backgrounds prepare for and navigate life's milestones and transitions. He works with business owners and professionals in a wide range of fields and industries who seek assistance with personal financial and estate planning, succession planning, executive benefits and buy-sell planning.

Mr. Finkelstein is a lifelong learner, continually seeking knowledge of the industry to better serve his clients' needs. In addition to the strong, lasting relationships he's built with his clients, Mr. Finkelstein's wide array of professional designations further prove his dedication to his clients.

Aaron Finkelstein

Registered Service Assistant

Aaron is one of our Associate Financial Representatives providing operational and client support for Barry with a focus on financial planning analysis and life insurance case design. Aaron graduated with a BFA in acting from New York University and returned to Chicago in 2005 to join the family business. He spends his free-time wrapped around the fingers of his three young daughters and plays the guitar whenever he can find a moment.

Matthew O’Neill

Registered Service Assistant

Matthew is one of our Associate Financial Representatives, providing operational and client support for Barry with an emphasis on investment strategies. Matthew graduated with a degree in finance from Bowling Green State University, and started his career as a Financial Analyst in Private Equity and Corporate Finance. In his free time, Matthew is an avid golfer, swimmer and a big college football fan.

 

Our Professional Resources

 

Eagle Strategies, LLC

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Barry Finkelstein works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies, LLC

Eagle Strategies LLC

Through Eagle Strategies, Barry Finkelstein 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.

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New York Life

New York Life

Barry Finkelstein 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, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual 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 7/27/17)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/12/2017. See the ranking here.

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