Question 1

What services does the company offer?

Accepted Answer

The company offers a range of financial services, including advanced planning, life insurance, and mutual funds. They work closely with clients to understand their goals and priorities, and then provide customized solutions.

Question 2

What is the company's approach to financial planning?

Accepted Answer

The company's approach to financial planning is down-to-earth and focused on plain speak. They believe in the integrity of a handshake and in being honest and candid with clients. They work step-by-step with clients to implement the right solutions for their financial needs.

Question 3

Who is the financial advisor, Shane Grau?

Accepted Answer

Shane Grau is a financial advisor with Eagle Strategies LLC. He is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Financial Services Certified Professional (FSCP). He takes pride in helping his clients make the right decisions with their money and working to help them worry less about their finances.

Question 4

How can clients schedule an appointment with the company?

Accepted Answer

Clients can schedule an appointment by contacting the company through the contact information provided on the website, which includes a phone number, email address, and physical address.

Question 5

What resources does the company provide on its website?

Accepted Answer

The company's website provides a variety of resources for clients, including calculators, articles, and information on tax resources and life stages. Clients can use these resources to better understand their financial situation and the services the company offers.

New York Life Insurance: Shane Grau

Company Overview

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About New York Life Insurance: Shane Grau

Frequently Asked Questions about New York Life Insurance: Shane Grau

What services does the company offer?

What is the company's approach to financial planning?

Who is the financial advisor, Shane Grau?

How can clients schedule an appointment with the company?

What resources does the company provide on its website?

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