Liz Metzger Eagle Strategies

Specialties

Our goal is to make a positive difference in our clients’ lives. We work with independent professionals & business owners to achieve their personal & business financial goals. We believe in building long term relationships & conducting every client interaction with honesty, integrity, and the clients’ best interest at heart.

Company Overview

Crown Wealth Strategies provides quality financial strategies, focusing on wealth planning strategies for professionals, physicians, and business owners.

Crown Wealth Strategies offers financial and insurance products and services, and employee benefits services to businesses and individuals.

Description

We 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 us to help you fully analyze your needs and recommend appropriate solutions…

History

Established in 2008.

New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company*in the United States and one of the largest life insurers in the world. Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-​term care insurance. New York Life Investments** provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

Meet the Business Owner

Elizabeth D.

Business Owner

Elizabeth Dipp Metzger has been named a financial adviser with Eagle Strategies LLC, A Registered Investment Adviser an indirect, wholly owned subsidiary of New York Life Insurance Company.

As a financial adviser, Lizzie provides clients with an integrated investment and insurance strategy focused on maximizing value over the course of their lifetime to clients in Texas, New Mexico, and Michigan.

Elizabeth Dipp Metzger’s appointment with Eagle Strategies required that he/​she be appropriately licensed, and have a good compliance record. A graduate of Pomona College, Lizzie is a member of NAIFA, the National Association of Insurance and Financial Advisors.

Lizzie enjoys helping people meet their financial goals. With experience as an advisor and over 10 years of previous experience as a business owner, Lizzie understands the financial challenges most individuals and business owners face today and works diligently to research and provide the right solutions for them.