The Nelson & Strife Financial Group

The Nelson & Strife Financial Group Providing quality financial strategies, and offers insurance and financial services. We are not licensed in all jurisdictions.

We offer a variety of products and services that can help you meet a number of insurance and financial needs including, but not limited to, college funding, retirement planning, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. In addition to Financial Adviser offering investment a

dvisory services through Eagle Strategies LLC, A Registered Investment Adviser, we are Agents licensed to offer insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies

Additionally, we are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

9273 Kellogg Road, New Hartford, NY 13413
(315) 790-5599

Neither The Nelson & Strife Financial Group, nor New York Life Insurance Company or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Nelson & Strife Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

We are proud to announce that our very own Kyle Strife has recently achieved an advanced level of applied knowledge in r...
12/30/2025

We are proud to announce that our very own Kyle Strife has recently achieved an advanced level of applied knowledge in retirement planning by earning his Retirement Income Certified Professional® (RICP®) designation.

The RICP® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the area of retirement planning. This includes a mastery of subjects of growing concern to many Americans, including income planning, wealth transfer and distribution planning, Social Security claiming strategies, business succession planning, life insurance, and long-term care planning.
Congratulations, Kyle!

08/02/2025
08/02/2025
It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
04/25/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

Today, we celebrate the backbone of our communities – small businesses! As a New York Life agent, I can provide tailored...
11/25/2023

Today, we celebrate the backbone of our communities – small businesses! As a New York Life agent, I can provide tailored solutions to protect the business you’ve worked diligently to build. Together, we can build a secure future for you and your business. Let’s talk today!

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

11/20/2023

falls on November 25th this year. At New York Life, we take pride in serving you and your employees by offering financial security and future planning solutions. Below you can listen to why agents like me are appreciative of all that small businesses do.

The Nelson & Strife Financial Group is now a proud member of Chamber of Commerce Hawaii!
05/10/2023

The Nelson & Strife Financial Group is now a proud member of Chamber of Commerce Hawaii!

Congratulations to Kyle for once again qualifying for Million Dollar Round Table!
03/07/2023

Congratulations to Kyle for once again qualifying for Million Dollar Round Table!

Congratulations to Kyle Strife for qualifying for the 2023 Million Dollar Round Table (MDRT)! 🎉

We are thrilled to announce renowned IRA expert Ed Slott, CPA is joining us once again to host the Power of Knowing semi...
11/05/2021

We are thrilled to announce renowned IRA expert Ed Slott, CPA is joining us once again to host the Power of Knowing seminar on November 17, 2021 at 1 PM ET. Hear Ed share knowledgeable, professional advice on the five best strategies to consider to combat potentially new and higher tax rates in 2022.
Please watch this brief video to learn more about Ed’s seminar:
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6277120609001
Register today: https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0095765

Create value for your customers now, and you will come back stronger.
11/26/2020

Create value for your customers now, and you will come back stronger.

How do you create value when demand is stagnant, margins are thin, and the future is uncertain? Try these 5 strategies for creating value from scanty resources

Losing a spouse at a young age can be devastating personally — and financially. These five financial tips can help you c...
11/25/2020

Losing a spouse at a young age can be devastating personally — and financially. These five financial tips can help you cope and recover.

Imagine you’re young and just starting a family with your partner, your career is taking off, and the future looks bright. Only to be sidelined by life – your partner passes away suddenly at the age of 34, and you’re 31 and suddenly alone with two young children.

Address

9273 Kellogg Road
New Hartford, NY
13413

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+13157905599

Website

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