Caleb Baker

Background

About Caleb Baker

Helping families and individuals build financial confidence and long-term security is at the heart of what I do. As a (Financial Advisor with Eagle Strategies LLC, an Agent with New York Life, and a Financial Services Professional with NYLIFE Securities LLC.) I help clients design custom strategies for investing, protecting wealth, and planning for major life events. Whether you're just getting started or you're well into your financial journey, I’m here to offer guidance on: • Retirement and investment planning • College savings strategies • Life and long-term care insurance • Lifetime income solutions • Business protection and succession planning I believe financial planning doesn’t have to feel overwhelming. My goal is to make things approachable, understandable, and tailored to your specific goals — so you can feel confident in your future and focus on what matters most. Let’s connect and start a conversation about what’s important to you and how we can plan for it together.[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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with 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. 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. 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.] Address: 3833 South Texas Avenue, Suite108 Bryan, TX 77802 Phone #-(979) Email- Cabaker01@eaglestrategies.com