Strategic Alliances

White bridge arching against a blue sky with fluffy clouds

Effective financial planning can require a team of experts working together to serve your best interests. In such situations, Mike makes sure all of the involved parties work together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, Mike is happy to work with them, and he can also bring in professional subject-matter experts as needed. Some of Fort Independence Financial’s strategic alliances are detailed below.

Eagle Strategies LLC Logo

Through Eagle Strategies, Mike provides fee-based financial planning, investment advisory services, and access to investment management solutions. 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 Insurance Company.

New York Life Insurance Company

Mike is proud to be affiliated with New York Life Insurance Company. Along with its wholly owned subsidiaries, New York Life Insurance Company offers life insurance, fixed annuities, and long term care insurance. One of the largest mutual insurance companies, New York Life upholds the highest financial strength ratings currently awarded from all four of the major ratings agencies: A.M. Best (A++), Fitch Ratings (AAA), Moody’s (Aaa), Standard & Poor’s (AA+). View up to date ratings.

Disclosure

Michael Hurley is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, NY, and RI. No insurance business may be conducted outside the states referenced.

Michael Hurley is a Registered Representative of and offers 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, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-1310. In this regard, this communication is strictly intended for individuals residing in the states of MA, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Hurley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of MA, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

FORT INDEPENDENCE FINANCIAL & INSURANCE is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FORT INDEPENDENCE FINANCIAL & INSURANCE nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.