Services

Personalization is the focus of the financial services we provide to our clients. This is demonstrated the first time you call Maram.

We provide individuals and businesses with financial services in all areas of financial planning:

  • Retirement Planning

  • Social Security Optimization

  • College/Education Funding

  • Estate Planning

  • After-Life Planning

  • Insurance Planning

  • Tax Planning

  • Long Term Care Insurance

  • Business Planning/Succession Planning/Buy-Sell Agreements

In a hurried world filled with unending responsibilities and information overload, even the most organized person can feel overwhelmed. Maram Nashar has spent 15+ years focusing on the above topics, and because of that she offers her clients a menu of services. Whether it be a layoff, divorce, loss of a loved one, or a multitude of other life events, Maram and her team of professionals at New York Life stand ready to help you rise successfully above some of the unexpected situations that life can hold in store. 

Our goal for our clients is to minimize the stress and maximize the success!

Please call for more information: (518) 220-4257

*As a Financial Adviser with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and Registered Representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or both.

Neither New York Life Insurance Company, Eagle Strategies LLC, nor any of their affiliates or representatives provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Disclosure

Maram Nashar 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 CA (CA Insurance License #4186231), CO, DC, IL, MA, MD, NC, NJ, NY, TX, and VA. No insurance business may be conducted outside the states referenced.

Maram Nashar 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, 26 Century Hill Dr, Latham, NY, 12110. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DC, MA, MD, NC, NJ, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Maram Nashar 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, CO, DC, MA, MD, NC, NJ, NY, and TX. 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.

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