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    • Meet James
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Strategic Alliances

Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as 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.


Eagle Strategies, LLC > Logo

Through Eagle Strategies, James Burmane 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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Proud NYL Logo

James Burmane and his 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, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.


Advanced Planning Group logo

The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means James Burmane can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.


Get in Touch


(619) 886-2714
jburmane@eaglestrategies.com

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Our Location


55 S Lake Ave, Ste 200
Pasadena CA 91101

Disclosure

James Burmane 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 #0F48110), IL, NJ, NY, and TX. No insurance business may be conducted outside the states referenced.

James Burmane 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, 55 S Lake Ave Ste 200, Pasadena, CA, 91101, 619-886-2714. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

James Burmane 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 AZ, and CA. 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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  • ABOUT
    • Meet James
    • The CFP® Difference
    • Strategic Alliances
    • Planning Process
  • EXPERTISE
    • Services for Individuals and Families
    • Services for Business Owners
    • Services for Pre-Retirees and Retirees
    • Investment Management
  • EDUCATION
    • Investment Newsletter
    • Calculators
    • Helpful Links
  • CONTACT US
    • Location and Contact
    • Schedule a Meeting
  • CLIENT LOGIN
    • eMoney
    • Eagle Strategies
    • New York Life
    • Mainstay Funds
    • American Funds

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