As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Wayne Thomas works hand-in-hand with Nautilus specialists experienced in taxes, 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.
Through Tim Thomas' affiliation as an IAR with Eagle Strategies, we provide 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.
Wayne and Tim Thomas are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual Third-Party Rating Report as of 2/4/14)
Our firm works with New York Life Retirement Plan Services to help us offer our clients compelling executive benefit plans, driving value for executives, organizations, and shareholders. Our access to New York Life Retirement Plan Services allows us to work with a team of professionals who bring over 40 years of retirement planning, actuarial, and plan design experience to help our clients win the executive talent war – while controlling the bottom line.
Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 2014. See the ranking here.
Thomas Financial Group provides estate, business planning, tax minimization, and investment strategies for our clients. We help our clients crystalize their goals and objectives in business, philanthropy, and financial planning needs, and work with their advisors in the planning process to achieve the desired results. With the highest levels of integrity, we are committed to developing strong, long-term relationships with our clients, their families, their businesses and their advisors.
3333 West Napoleon Avenue, Suite 200 - Metairie LA, 70001
Phone: 504-831-7747 | Fax: 504-837-6743
Tim@ThomasFinGrp.com | Wayne@ThomasFinGrp.com
Claire@ThomasFinGrp.com | Melanie@ThomasFinGrp.com