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Heritage Planners

Paul J. Haye

Financial Advisor
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    • Our Firm
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    • Where We Do Business
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    • Insurance Planning
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    • Life plan for your business®
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STRATEGIC ALLIANCES


graphic- 2024 strategic resources flow chart

Proud to Offer New York Life logo

New York Life

Paul J. Haye 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, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of 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 independent rating agency commentary as of 2/4/2021)


The Nautilus Group logo

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Paul J. Haye 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 Logo

Eagle Strategies, LLC

Through Eagle Strategies, Paul J. Haye 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 Insurance Company.

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Disclosure

Paul Haye is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #965899), AZ, CA (CA Insurance License #0L23377), CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MT, NC, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Paul Haye is licensed and authorized to offer insurance in California and Arkansas, but Heritage Planners may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Paul Haye is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1684 Woodlands Dr Ste 105, Maumee, OH, 43537, 419-887-4707. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MT, NC, NH, NJ, NM, OH, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Paul Haye is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MT, NC, NH, NJ, NM, OH, PA, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Paul Haye is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Timothy Haye is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #17351406), CO, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, NC, NV, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Timothy Haye is licensed and authorized to offer insurance in Arkansas, but Heritage Planners may not be. For additional information on Arkansas licensure status, please click here.

Timothy Haye is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4032 N Holland Sylvania Rd, Toledo, OH, 43623. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NV, NY, OH, PA, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Timothy Haye is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NV, NY, OH, PA, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Timothy Haye is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Louis Fahrbach is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, IN, MD, MI, MT, NM, and OH. No insurance business may be conducted outside the states referenced.

Louis Fahrbach is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1684 Woodlands Dr Ste 105, Maumee, OH, 43537, 419-350-0317. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IN, MD, MI, NM, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Louis Fahrbach is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, IN, MD, MI, NM, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

Heritage Planners is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Heritage Planners nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Heritage Planners

Paul J. Haye

Financial Advisor
  • ABOUT
    • Our Firm
    • Our Team
    • Designation & Affiliations
    • Our Process
    • Where We Do Business
  • EXPERTISE
    • Insurance Planning
    • Individual Planning
    • Investment Planning
    • Business Planning
    • Life plan for your business®
    • Special Needs Planning
    • Income Tax Strategies
  • RESOURCES
    • Nautilus Blog
    • Strategic Alliances
    • News
    • Guideposts
    • Tax Planning
    • Press Releases
  • EDUCATION
    • Helpful Links
    • Video Library
  • LOGIN
  • CONTACT US

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf