Personal Service Backed by World-Class Resources
We pair the personal support and guidance of our team with the strength and resources of New York Life, giving our clients access to a broad range of financial solutions from one of the industry’s leading institutions.
Eagle Strategies
Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals.
The Advanced Planning Group
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 Hooz Wealth 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.
New York Life
The Hooz Wealth 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.
Ash Brokerage
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 and disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.
Let's Talk
Call: (408) 447-8500
Fax: (408) 447-8508
Where We Do Business
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Let's Meet
1601 S De Anza Blvd, Suite 255
Cupertino, CA 95014