Soterios Theori, Financial Adviser with Eagle Strategies LLC

Soterios Theori, Financial Adviser with Eagle Strategies LLC

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of NY, NJ, and FL.

As such, these services are strictly intended for individuals residing in the states referenced. I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NY, NJ, PA and FL. No insurance business may be conducted outside this/these state(s) referenced. Additionally, I

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Be Sure Your IRA Rollover Is Tax Free 11/22/2021

Be Sure Your IRA Rollover Is Tax Free

This article shares the most common IRA rollover mistakes and how to avoid them.

Be Sure Your IRA Rollover Is Tax Free It's easy for a rollover to break the rules, triggering income taxes and penalties.

Timeline Photos 11/19/2021

What do you think is the most important quality a person can have?

What do you think is the most important quality a person can have?

11/17/2021

www.newyorklife.com

If you are a caregiver to someone, we want you to know that you're not alone (and not just because it's #NationalFamilyCaregiversMonth). Learn the basics of caregiving and reach out when you're ready. I'm here to help.

www.newyorklife.com

Whole Life Insurance as an Investment | New York Life 11/12/2021

Whole Life Insurance as an Investment | New York Life

Whether you're looking ahead to the future or celebrating the past, I'm excited to help you create your best life and protect it. Learn how adding whole life insurance to your financial portfolio can help.

Whole Life Insurance as an Investment | New York Life When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

11/10/2021

We may not all be able to get together this year for the holidays, but family is always close to our hearts and on our minds. From our familia to yours, have a happy, healthy, and joyous holiday.

Employee Whole Life Insurance | New York Life 11/09/2021

Employee Whole Life Insurance | New York Life

Thinking about offering benefits beyond health insurance, paid vacation, and sick time? See why Employee’s Whole Life Insurance can give your employees the benefits they want and the ownership they deserve.

Employee Whole Life Insurance | New York Life Learn how Employee's Whole Life Insurance, offered by New York Life, will help you purchase individual permanent life insurance through voluntary payroll deduction.

5 Ways To Feel Younger In Retirement 11/07/2021

5 Ways To Feel Younger In Retirement

These five tips can help you feel younger and find meaning in retirement.

5 Ways To Feel Younger In Retirement This semi-retired psychologist says the key is to avoid 'a plunge into the abyss of insignificance'

Boost Your Retirement Savings for 2022 | Kiplinger 11/05/2021

Boost Your Retirement Savings for 2022 | Kiplinger

If you were self-employed in 2021, you can save even more in a tax-advantaged account. Learn how in this article.

Boost Your Retirement Savings for 2022 | Kiplinger If you were self-employed or had a side hustle in 2021, you can save even more in a tax-advantaged account.

How Much Does Life Insurance Cost? | New York Life 11/04/2021

How Much Does Life Insurance Cost? | New York Life

We may be saying goodbye to Daylight Saving Time, but nobody can complain about having an extra hour. If you want to make the most of it, learn what's involved in life insurance pricing.

How Much Does Life Insurance Cost? | New York Life Multiple factors can influence the cost of life insurance. Learn more about what can influence a premium's cost and what to consider when buying life insurance.

How to Assess if an Older Adult Needs Caregiving Help 10/26/2021

How to Assess if an Older Adult Needs Caregiving Help

This article can help you determine if an older adult needs more assistance and the next steps to take.

How to Assess if an Older Adult Needs Caregiving Help Physical and mental health, financial and environmental tests can signal a parent or loved one might need more day-to-day caregiving support.

How to Create a Financial Strategy Plan | New York Life 10/25/2021

How to Create a Financial Strategy Plan | New York Life

Whether long hikes, pumpkin spice, or campfires are on you fall schedule, having a financial strategy for the future should always be in season. Read this article and let's talk.

How to Create a Financial Strategy Plan | New York Life Build a financial strategy based on your realities and expectations. Consider these tips and strategies when building your financial future.

Parents With Student Debt Want A Do-Over - NerdWallet 10/23/2021

Parents With Student Debt Want A Do-Over - NerdWallet

This article shows why parents may want to consider other ways to fund their children’s college education instead of taking on Parent Plus loans.

Parents With Student Debt Want A Do-Over - NerdWallet Close to 1 in 3 parents with federal PLUS loans wish their children had made a different college choice so they could avoid the debt.

Employee Whole Life Insurance | New York Life 10/21/2021

Employee Whole Life Insurance | New York Life

Thinking about offering benefits beyond health insurance, paid vacation, and sick time? See why Employee’s Whole Life Insurance can give your employees the benefits they want and the ownership they deserve. #EmployeeOwnershipMonth

Employee Whole Life Insurance | New York Life Learn how Employee's Whole Life Insurance, offered by New York Life, will help you purchase individual permanent life insurance through voluntary payroll deduction.

Dealing With The Inevitable Change 10/19/2021

Dealing With The Inevitable Change

Change is inevitable but we can learn how to better respond to uncertainty. Entrepreneurs can take these steps to learn how to adapt to new circumstances and enjoy the success new challenges bring.

Dealing With The Inevitable Change Not all changes are hard, of course — we make changes all the time of a minor kind, and most don’t warrant a second thought or a moment of lost sleep.

Individual Disability Insurance | New York Life 10/17/2021

Individual Disability Insurance | New York Life

What’s your most valuable asset? Probably your future income. A foundation of any sound financial strategy is having protection of a portion of the income that might be lost if an injury or sickness prevented you from working. Call me to get started.

Individual Disability Insurance | New York Life Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

What to do if you're the executor of a loved one's estate --- starting with when to pay the taxes 10/15/2021

What to do if you're the executor of a loved one's estate --- starting with when to pay the taxes

This article addresses the most important tax-related responsibilities for the executor of a loved one’s estate.

What to do if you're the executor of a loved one's estate --- starting with when to pay the taxes As the executor, you’re on the hook for filing the federal income tax return for the estate of your deceased loved one

Timeline Photos 10/13/2021

Let's use this #FinancialPlanningMonth to make sure you are on the right track. Give me a call, and we'll come up with a strategy that will put you on the course toward a stronger financial future.

Let's use this #FinancialPlanningMonth to make sure you are on the right track. Give me a call, and we'll come up with a strategy that will put you on the course toward a stronger financial future.

Buying a House With Student Loans | New York Life 10/11/2021

Buying a House With Student Loans | New York Life

Need a new place to hang your broom? Whatever your ghouls—I mean goals—I can help you with a strategy to make them come alive. #HappyHalloween

Buying a House With Student Loans | New York Life Can you get a mortgage with student loans? Learn some budgeting steps you can take to get a mortgage despite having student debt.

Retirement budgeting—Manage retirement spending | New York Life 10/09/2021

Retirement budgeting—Manage retirement spending | New York Life

As you get further along in your career, preparing for retirement becomes a bigger focus. This #NationalRetirementSecurityWeek, take the opportunity to get started on your goals. Give me a call and we can discuss the best strategy for you.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Whole Life Insurance as an Investment | New York Life 10/07/2021

Whole Life Insurance as an Investment | New York Life

Whether you're looking ahead to the future or celebrating the past, I'm excited to help you create your best life and protect it. Learn how adding whole life insurance to your financial portfolio can help. #LGBTHistoryMonth

Whole Life Insurance as an Investment | New York Life When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

Legacy gifting—Consider charities as beneficiaries | New York Life 10/05/2021

Legacy gifting—Consider charities as beneficiaries | New York Life

When the leaves begin to change, we start to prepare for the end of the year. The same is true in retirement. If you're not sure what kind of legacy to leave, this article can help.

Legacy gifting—Consider charities as beneficiaries | New York Life Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.

Supplementing your saving for college with a Whole Life Insurance policy | New York Life 08/31/2021

Supplementing your saving for college with a Whole Life Insurance policy | New York Life

Saving for college can be a challenging task. Learn about available options parents have when building a college funding strategy. #HelpProtectOurFamilies

Supplementing your saving for college with a Whole Life Insurance policy | New York Life Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

Using A Solo 401(k) For The Soon-To-Retire Entrepreneur 08/28/2021

Using A Solo 401(k) For The Soon-To-Retire Entrepreneur

Entrepreneurs, here are ways to play catch up with your retirement goals.

Using A Solo 401(k) For The Soon-To-Retire Entrepreneur There’s a way to leverage last minute retirement savings plans, and it doesn’t involve investing in aggressive tax shelters. These days, the only tax shelter that is truly safe is the qualified plan.

Can I get money back if I cancel or outlive my term life insurance? 08/26/2021

Can I get money back if I cancel or outlive my term life insurance?

Common questions about term life insurance are answered here.

Can I get money back if I cancel or outlive my term life insurance? If you cancel or outlive your term life insurance policy, you won't get money back unless you added a "return of premium" rider.

How You Can Improve Your Financial Well Being — At Work 08/23/2021

How You Can Improve Your Financial Well Being — At Work

If your employer offers a financial wellness program, you might want to take advantage of it. Read on to learn why and how.

How You Can Improve Your Financial Well Being — At Work There are always plentiful of things you can do to brighten your financial well being.

I Inherited an IRA. Now What? | Kiplinger 08/21/2021

I Inherited an IRA. Now What? | Kiplinger

These tips can go a long way towards helping you make the most of an inherited IRA.

I Inherited an IRA. Now What? | Kiplinger Here’s what you should consider if you inherit money in either a traditional or a Roth IRA.

How teaching your child to give their money away may improve their personal wellbeing 08/19/2021

How teaching your child to give their money away may improve their personal wellbeing

There are so many great reasons to help your children begin their fundraising and giving habits. Read this article for tips on how to start.

How teaching your child to give their money away may improve their personal wellbeing There's a correlation between learning to give money away and a child's personal well-being, recent research suggests.

Will Monthly Child Tax Credit Payments Lower Your Tax Refund or Raise Your Tax Bill? | Kiplinger 08/18/2021

Will Monthly Child Tax Credit Payments Lower Your Tax Refund or Raise Your Tax Bill? | Kiplinger

This article can help you decide what to do about monthly Child Tax Credit payments.

Will Monthly Child Tax Credit Payments Lower Your Tax Refund or Raise Your Tax Bill? | Kiplinger Everyone loves receiving large sums of money from Uncle Sam. But people who take advance child tax payments may take a hit on next year's tax refund.

How to Pay for College | New York Life 08/17/2021

How to Pay for College | New York Life

In the spirit of back-to-school season, let's learn about some new strategies for helping to supplement your college savings. #backtoschool

How to Pay for College | New York Life If you’re thinking about how you’re going to pay for college, use our list of long- and short-term strategies to help you secure the funds for a college education.

08/02/2021

Save for College or Retirement? Choose Both | New York Life

Not sure whether to save for retirement or your child's education? What if you don't have to decide? Click here to learn how you can do both.

Save for College or Retirement? Choose Both | New York Life Your children come first; that’s just the nature of being a parent. Learn from New York Life how to save for their education without sacrificing your retirement.

46% Of Stimulus Checks Were Invested In The Stock Market? 07/31/2021

46% Of Stimulus Checks Were Invested In The Stock Market?

How did you use your stimulus check?

46% Of Stimulus Checks Were Invested In The Stock Market? Stimulus checks and meme stocks.

What Gen Z Can Learn From Millennials’ Money Mistakes - NerdWallet 07/29/2021

What Gen Z Can Learn From Millennials’ Money Mistakes - NerdWallet

Millennials can offer some key lessons about getting started on saving, managing credit, and prepping for retirement.

What Gen Z Can Learn From Millennials’ Money Mistakes - NerdWallet Gen Z, learn from millennials who've been there and got the T-shirt: If you put off getting your financial life organized, your options are limited later on.

Be Money Smart in Tough Times | Kiplinger 07/27/2021

Be Money Smart in Tough Times | Kiplinger

If you paused those financial lessons for the kids during the crunch of the pandemic, these tips could help you get back on track.

Be Money Smart in Tough Times | Kiplinger The difficult times we’ve been going through are a great opportunity to teach some important money lessons to your kids and grandkids.

Council Post: Self-Care Rhythms For Executives 07/25/2021

Council Post: Self-Care Rhythms For Executives

We know self care is one of the keys to strong leadership, creativity, and long-term success. But how to find the best self-care path for you? This article can help.

Council Post: Self-Care Rhythms For Executives It's important to make self-care part of the job, especially in times of long-term stress.

5 Steps To Protect Your Retirement Assets And Income 07/23/2021

5 Steps To Protect Your Retirement Assets And Income

Retirement planning is about more than saving. These tips will help you manage your assets and your income stream.

5 Steps To Protect Your Retirement Assets And Income Fortify your retirement assets and income against losses as you age due to mistake, financial exploitation, and fraud.

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Putting our clients' needs first, for 175 years. That’s what agápe means to us. #LoveTakesAction #GoodAtLife
I'm excited to share with you the first look at how @NewYorkLife is celebrating 175 years of putting love into action at...
A straight-forward retirement solution for forward thinking you. Learn the value of NYL My Care by watching this short v...
When you plan for the future, you want all your bases covered. See how NYL My Care can be an affordable way to help posi...
New York Life's term life insurance offers flexible options for whatever your needs may be.
There's peace of mind that comes from being prepared. No matter your budget, there's a solution to fit your needs. Let's...

Telephone

Address


Melville, NY
11747

General information

I became a Financial Adviser with Eagle Strategies LLC in 2010 after working for 19 years in the Financial Services industry. I graduated from St. John's in 1990. I live with my wife in Huntington and am a proud member of the community. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 8am
Sunday 9am - 8pm
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