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.
So honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. I entered this industry to help my clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that I do for my clients. View additional details about the recognition. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Read the Full methodology.
Read more about the Forbes SHOOK®Research Top Financial Security1 Professionals list and the ranking methodology here: https://www.shookresearch.com/a-methodology.html
Aaron Finkelstein
Financial Professional
Aaron is an Financial Service Professional with NYLife Securities LLC, serving as a strategic resource for families, retirees, business professionals and entrepreneurs.
After 12 years spent under the tutelage of Barry, Aaron branched off on his own in 2019 to continue serving clients in the area of pre- and post-retirement planning, customizing tax-efficient strategies to protect and preserve what matters most: family, assets and valued relationships.
Aaron holds a BFA from New York University’s Tisch School of the Arts and is grateful to live in the Chicago area with his wife and three daughters.
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.
Lawrence Breitman
Registered Service Assistant
Lawrence is one of our Associate Financial Representatives, providing operational and client support for Barry with an emphasis on Marketing strategies. Lawrence graduated with a degree in Liberal Studies from Saint Mary’s University, and started a 25-year career in the automotive retail industry. In his free time, Lawrence—who is a fitness enthusiast—enjoys international and domestic travel with his wife, Michelle and their son, Jacob.