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                                  My Background

                                My Background

                                As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and into the next generation.

                                I have ten years experience in the financial services and insurance industry, and take great pride in establishing strong foundations for retirement and potential chronic care needs.  In addition, I assist Medicare-eligible individuals with their Medicare plan decisions.

                                Helping individuals and families with their financial affairs has grown out of a career in the non-profit sector, where I was an Executive for Catholic Health System Continuing Care, Amernican Heart Association and United Way.

                                I am a graduate of Colgate University and University at Buffalo School of Management where I earned my undergratuate degree in Sociology and Masters in Business Administration, Health Services Administration.

                                As a committed member of our community, I also sit on the board of Hearts & Hands Faith in Action and am a supporter of many local non-profit organizations.  I lead the local New York Life volunteer program Volunteers for Good and spearheaded New York Life Foundation's outreach in local K-12 schools with our Grief Sensitive Schools Initiative.

                                I have been a longtime member of the Planned Giving Consortium, and enjoy helping clients with strategies to engage in charitable giving.

                                Neither Longevity Financial, its staff, nor Eagle Strategies LLC, or any of their advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions

                                Disclosure

                                Kathleen Flynn 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 CT, FL, KY, MD, NC, NY, and SC. No insurance business may be conducted outside the states referenced.

                                Kathleen Flynn 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, 1412 Sweet Home Road Suite 11 University Commons At Rensch, Amherst, NY, 14228, 716-880-6863. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, GA, KY, MA, MO, NC, NJ, NY, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

                                Kathleen Flynn 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 CT, FL, GA, KY, MA, MO, NC, NJ, NY, and SC. 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.

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                                New York Life Insurance
                                • About Us
                                  • My Background
                                  • Financial Solutions
                                    • Products
                                      • Our Services
                                      • Resources
                                        • Calculators
                                          • Articles
                                            • Life Stages
                                              • Videos
                                                • Tax Resources
                                                • Account Access
                                                  • NYL Online Account
                                                    • NYLIFE Securities
                                                      • MainStay Mutual Funds
                                                        • eMoney
                                                          • Eagle Strategies
                                                            • Envestnet Client Portal
                                                              • AARP Life Insurance from NYL
                                                              • Contact Us

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