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TARA COLE ELLIS Your Financial Advisor

Your Financial Advisor TARA COLE ELLIS

Address

951 MARINERS ISLAND BLVD SUITE 600, SAN MATEO, CALIFORNIA 94404

Phone
Cell: 510-634-9908
Contact me
My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

Experienced professional

Licensed to assist with:

Protect your family – now and into the future. 

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

This helps us understand your immediate needs.

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Life is a journey. We're here to help you along the way.

TARA COLE ELLIS

CA Insurance License #0H74038

Not licensed to sell in all jurisdictions.

TARA COLE ELLIS is a Financial Advisor for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. 

TARA COLE ELLIS Agent of New York Life Insurance Company, Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.