Sanjeev H. Butani, Financial Advisor with Eagle Strategies LLC

Sanjeev H. Butani, Financial Advisor with Eagle Strategies LLC A full service wealth advisory firm Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent wi

th New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

6901 Rockledge Drive, Suite 500, Bethesda, MD 20817
301-214-6789

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Registered branch address:
46383 Woodlake Place
Sterling, VA 20165

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversati...
08/29/2025

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversations. If you need any guidance of your own, don't be afraid to raise your hand. I'm here to help.

Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.
08/15/2025

Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’...
08/08/2025

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’s talk about how annuities can help you achieve a financially secure retirement.

Your financial life isn’t static. Your strategy shouldn’t be either. As risks evolve, so should your approach to managin...
08/01/2025

Your financial life isn’t static. Your strategy shouldn’t be either. As risks evolve, so should your approach to managing them. This article shares practical ways to keep your plan relevant, durable, and aligned with what matters most.
https://bit.ly/3UtkVxj

While financial security is crucial for retirement, you need a strategy beyond just money that includes purpose, structu...
07/25/2025

While financial security is crucial for retirement, you need a strategy beyond just money that includes purpose, structure and social connection.

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and social one. You need a plan beyond just money that includes purpose, structure and social connection.

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consum...
02/21/2025

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consumer Protection Week, connect with me to learn some of the best ways to spot, avoid, and report scams that can affect your financial well-being.

Wishing you and your loved ones a Happy Valentine's Day!
02/14/2025

Wishing you and your loved ones a Happy Valentine's Day!

Here’s why harnessing AI and ML, and using the power of the cloud will define tomorrow's businesses.
02/09/2025

Here’s why harnessing AI and ML, and using the power of the cloud will define tomorrow's businesses.

AI and ML are established technologies and are here to stay. Harnessing them and using the power of the cloud will define tomorrow's businesses.

01/28/2025

Happy Lunar New Year! May the year of the snake bring you opportunities for personal growth, new wisdom, and good fortune.

The pros and cons of college: is it the right path for your children?
01/27/2025

The pros and cons of college: is it the right path for your children?

College can boost career earnings—but rising costs and the risk of not graduating mean skipping college might be the smarter choice for some. Here's why.

U.S. equity valuations are high, but the market continues to climb. This leads to the question: can the rally keep going...
01/25/2025

U.S. equity valuations are high, but the market continues to climb. This leads to the question: can the rally keep going? This week's discusses why the party might not be over just yet and considers trigger points for when it's time to reallocate. https://bit.ly/4jxxvqh

Are you among the many Americans that fear Social Security benefits won’t be there when they need them? Here are the res...
01/22/2025

Are you among the many Americans that fear Social Security benefits won’t be there when they need them? Here are the results of a recent survey.

The majority of Americans surveyed expect to rely on Social Security benefits to help cover everyday expenses in retirement, yet 73% worry they won’t get them.

Address

Bethesda, MD
20817

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Sanjeev H. Butani, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share