Corey C. Sullivan, Financial Adviser with Eagle Strategies LLC

Corey C. Sullivan, Financial Adviser with Eagle Strategies LLC Financial Adviser with Eagle Strategies LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions. CA License

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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent wi

th 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.

999 Waterside Drive, Suite 1500 Norfolk, VA 23510
(757) 628-1823

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. Neither Mathas Financial Group LLC, nor 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. Mathas Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.

I want to wish New York Life a very happy 181st birthday this month! Keep doing great things for our clients!
04/11/2026

I want to wish New York Life a very happy 181st birthday this month! Keep doing great things for our clients!

Virginia Beach Project Lifesaver Board hard at work for the citizens of Virginia Beach! If you know someone who may nee...
03/28/2026

Virginia Beach Project Lifesaver Board hard at work for the citizens of Virginia Beach! If you know someone who may need assistance with this type of program, reach out to me.

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million dependi...
03/24/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

The popular narrative that artificial intelligence is the engine keeping the U.S. economy alive appears to be overstated...
03/17/2026

The popular narrative that artificial intelligence is the engine keeping the U.S. economy alive appears to be overstated, according to recent analyses.

The GDP value of AI is smaller than it might appear given that a lot of high-tech equipment is imported, according to a recent MRB Partners report.

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.
03/10/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

In 2026, the maximum contribution limits for 401(k) plans have increased, providing an excellent opportunity to maximize...
03/05/2026

In 2026, the maximum contribution limits for 401(k) plans have increased, providing an excellent opportunity to maximize your retirement savings.

In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will ke...
03/03/2026

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

Bigger tax refunds and resilient consumers will keep the economy humming in 2026.

I'm so fortunate to be a member of a wonderful networking team called Gathering for Greatness! We recently held a netwo...
02/28/2026

I'm so fortunate to be a member of a wonderful networking team called Gathering for Greatness! We recently held a networking lunch at Bronco Mexican Grill to share business ideas and fellowship with other local business owners.

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and...
02/24/2026

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Whether you're still working or plan to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

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Norfolk, VA
23510

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