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Community Involvement

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Chicago Estate Planning Council

Barry Finkelstein is a Member and Past President of the Chicago Estate Planning Council. The organization was founded in 1938, and is one of the oldest and largest estate planning councils in the country. Their goal is to bring together specialists and educate the public on estate planning.


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Greater North Shore Estate and Financial Planning Council

Barry Finkelstein is a Member and Past President of the Greater North Shore Estate and Financial Planning Council. They are a nonprofit organization that is comprised of people in different fields of the the financial and estate planning industry. Their goal is to bring together specialists and educate the public on financial and estate planning.


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Jewish United Fund of Metropolitan Chicago

Barry Finkelstein is a Member of the Professional Advisory Committee with the Jewish United Fund of Metropolitan Chicago. Their mission is to strengthen the Jewish community in Chicago and throughout the world, and to provide human services for the Jewish people and others in need.


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Chicago Community Trust

Barry Finkelstein is a Member of the Professional Advisory Committee. They are dedicated to serving nonprofits and improving the region through grants, civic engagement and philanthropy. With the help of partners, Initiatives and foundations they are able to make a difference in the community.


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The Executives' Club of Chicago

Barry Finkelstein is a Member of the Chicagoland Chamber of Commerce. Their mission is to drive a dynamic economy and make Chicagoland a better place to live and work.


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Chicagoland Chamber of Commerce

Barry Finkelstein is a Member of the Chicagoland Chamber of Commerce. Their mission is to drive a dynamic economy and make Chicagoland a better place to live and work.


For more information about NYLIFE Securities LLC and its investment professionals.

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  • About
    • Meet Our Team
    • Our Professional Resources
    • Community Involvement
    • About Our Designations
  • Services
    • Business Solutions
    • Personal Solutions
    • Investment Management
    • Our Products
  • Approach
    • Six Key Process
    • Working with Other Advisors
  • Education
    • Video Learning Library
    • Helpful Links
    • Calculators
  • Client Access
    • New York Life
    • American Funds
    • Eagle Strategies /NYLIFE Securities
  • Schedule an Appointment
Disclosure

Barry Finkelstein, and Aaron Finkelstein are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Barry Finkelstein (AR Insurance License #255677) (CA Insurance License #0A03477).

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Barry Finkelstein, 1650 Lake Cook Rd Ste 500, Deerfield, IL 60015, 847-317-8711.
Aaron Finkelstein, 1650 Lake Cook Rd Ste 500, Deerfield, IL 60015.

Barry Finkelstein is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Barry Finkelstein is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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