skip to main content
Main Menu
Eagle Logo Blue

Leonel Galvez

Financial Advisor
  • ABOUT
    • Meet Leonel
      • Strategic Affiliations
        • Our Process
        • SERVICES
          • Personal Solutions
            • Retirement Solutions
              • Business Solutions
                • Investment Management
                  • Insurance and Annuities
                  • RESOURCES
                    • Calculators
                      • Articles
                        • Helpful Links
                        • CLIENT LOGIN
                          • eMoney
                            • Eagle Strategies
                              • New York Life

                              Our Process


                              Our Process infographic

                              One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter solutions or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

                              Step 1: Review

                              Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams, and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

                              Step 2: Analyze

                              Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, and which should be adjusted and scaled down.

                              Step 3: Develop

                              Develop a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps for you to take to help you achieve your financial goals.

                              Step 4: Coordinate

                              Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of tax, legal and other advisors. We can do the same for you.

                              Step 5: Implement

                              We'll help you implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

                              Step 6: Monitor

                              This is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your strategy on track with your changing needs.

                              Our Location

                              7111 Fairway Drive Suite 301
                              Palm Beach Gardens, FL 33418

                              Eagle Strategies LLC logo

                              Se habla español.

                              Schedule an Appointment

                              Get in Touch

                              Phone: 516-650-4337
                              Office: 561-905-0234
                              Email: lgalvez@eaglestrategies.com


                              Disclosure

                              Leonel Galvez is an agent of and 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 CA (CA Insurance License #4107863), CT, FL, GA, MA, MN, MO, NC, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

                              Leonel Galvez 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, 7111 Fairway Dr Ste 301, Palm Beach Gardens, FL, 33418, 561-905-0234. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, MA, MN, MO, NC, NJ, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                              Leonel Galvez 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 CA, FL, GA, MA, MN, MO, NC, NJ, NY, PA, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                              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.​

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

                              Click here
                              Eagle Logo Blue

                              Leonel Galvez

                              Financial Advisor
                              • ABOUT
                                • Meet Leonel
                                  • Strategic Affiliations
                                    • Our Process
                                    • SERVICES
                                      • Personal Solutions
                                        • Retirement Solutions
                                          • Business Solutions
                                            • Investment Management
                                              • Insurance and Annuities
                                              • RESOURCES
                                                • Calculators
                                                  • Articles
                                                    • Helpful Links
                                                    • CLIENT LOGIN
                                                      • eMoney
                                                        • Eagle Strategies
                                                          • New York Life
                                                          • Contact Us

                                                            Copyright . New York Life Insurance Company. All Rights Reserved.

                                                            Privacy Policy

                                                            NYLIFE Securities LLC, Member FINRA/SIPC.

                                                            For additional information, visit Customer Relationship Summary.pdf

                                                            Your Privacy Choices