Maria Bekas is a dedicated financial adviser affiliated with Eagle Strategies LLC, a registered investment adviser and a member of the New York Life family of companies. Specializing in holistic financial planning, Maria works with individuals, families, and business owners to design customized strategies that align with their long-term financial goals. Her approach centers on building positive wealth strategies, helping clients navigate complex financial decisions through investment advisory services, retirement planning, and risk management solutions.

Drawing on the financial strength and resources of New York Life and Eagle Strategies, Maria offers tailored solutions with a personal touch, ensuring that each plan reflects the client’s values, priorities, and vision for their future. Her services are designed to adapt as clients’ needs evolve, providing ongoing support and plan refinement. She is known for developing long-lasting relationships built on trust, service, and a deep commitment to her clients’ success. Particularly engaged in serving professionals, small business owners, and multigenerational families, Maria also helps clients prepare for life transitions such as retirement, career changes, and legacy planning.

Website: http://www.positivewealthstrategies.com/?cmpid=ofll_fwll_wlgb_google_0_0_0_0_0_0_fwloc_0_0215409_V71_0

Key Services:

– Personalized financial planning and wealth management
– Investment advisory services through Eagle Strategies LLC
– Retirement income and distribution strategies
– Risk management and insurance planning
– Legacy and estate planning support
– Business succession and employee benefits consulting
– Education funding strategies
– Financial coaching for life transitions