Our Strategic Resources
A Wealth of Resources Coordinated to Help Grow Yours
We understand that many skilled professionals must work together to set and achieve your unique financial goals. Whether you need help saving for a child’s college education, caring for aging parents, protecting a growing family, saving for your retirement, coordinating activities as a trustee of a trust, handling the finances of a business or planning for the equitable distribution of your estate, Vision Wealth Strategies has access to the essential resources to help you gain peace of mind and confidence in achieving your goals.
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Eric J. Brisebois works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
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Eagle Strategies, LLC
Through Eagle Strategies, Eric J. Brisebois provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
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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, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
New York Life
Eric and his fellow 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, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/30/2021.)
Envestnet
Envestnet is an industry-leading provider of integrated portfolio and reporting solutions to Financial Advisors and institutions with the capacity to grow and the vision to anticipate future needs. Eagle Strategies has developed, in partnership with Envestnet, a customized investment platform that offers book of business viewing tools, investment research capabilities, investment products, as well as additional tools designed to help our Advisors like Eric Brisebois build and scale their practice.
National Financial Services (NFS)
National Financial Services (NFS) is a subsidiary of Fidelity Investments and a premier clearing firm in the financial services industry. NFS has a well-established reputation as a partner to their clients by making available a range of services designed to support their needs. NFS provides clearing, custody, and trading execution services on the Investment Advisory platform available through Eagle Strategies to the clients of Vision Wealth Strategies.
NYLIFE Securities, LLC
NYLIFE Securities, LLC offers Registered Representatives the resources of a full-service broker/dealer together with competitive investment products and services and a discounted cost structure for clients. As a registered broker/dealer, licensed insurance agency, and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities LLC can help us address the needs of almost every level of investor - from the novice to the sophisticated.
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