Strategic Alliances

Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

The Nautilus Group® Logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Andrew E. McReynolds works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies LLC Logo

Through Eagle Strategies, Andrew E. McReynolds provides fee-based financial planning, investment advisory services, and access to investment management programs. 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.

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Ash Brokerage Logo

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

New York Life Logo

Andrew E. McReynolds, Daniel DiBiase and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/20.)

Brinker Capital Logo

Brinker Capital is an unaffiliated third party investment management firm. The company is privately owned and provides a range of investment solutions to its clients.

Fidelity Charitable Logo

Through our relationship with Eagle Strategies LLC, we have access to donor-advised funds and charitable strategies through Fidelity Charitable, an unaffiliated third party firm. The Fidelity Charitable program allows us to provide our clients with tailored offerings and strategies to establish and maintain charitable giving strategies that meet our clients’ desires and needs.

eMoney Logo

eMoney provides innovative online tools that allow us to simulate financial scenarios using client’s real data. Through this platform, we can offer an in-depth review of your financial portfolio, show you projected outcomes, and outline potential risk scenarios. With your client portal, you’ll also be able to track your spending, analyze your accounts, and more—all in one easy-to-navigate platform.