Services

Services Offered

One of the best things I do in my job is offer real-world solutions to people who have a genuine need. Having the tools and resources to formulate financial options that are right for you, your family and your business is vital. With the resources of New York Life behind me, I offer a myriad of services.

My Approach

I consider my role to be more of a trusted professional. I take a measured, professional approach – one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.


Step 1: Everyone is different. I need to understand where you are in your journey.

The more I know, the more insightful and targeted my recommendations will be. So, we’ll talk at first and I’ll learn as much about you as possible. What are your goals? Your financial position? And your financial aspirations?

Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. I’ll go beyond the numbers, make sure you are comfortable, and clarify all the financial decisions to be made and the options we have.

Step 3: Next, we'll identify some insurance and financial products to help you meet your goals and needs. I will work with your current advisors if needed and working together, develop a strategy that can meet your short-term and long-term goals while remaining adaptable to life changes.

Disclosure

Coley Bellamy and Thomas Dela Garza Larrald are agents of and are collectively 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 CA (CA Insurance License #4037374), IL, IN, NE, TN, TX, and VA. No insurance business may be conducted outside the states referenced. 

Coley Bellamy and Thomas Dela Garza Larrald are Registered Representatives of and collectively offer 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, 8000 W Interstate 10 Ste 800, San Antonio, TX, 78230, 210-321-2758. In this regard, this communication is strictly intended for individuals residing in the states of CA, IL, LA, OK, and TX. No offers may be made or accepted from any resident outside the specific states referenced. 

Coley Bellamy 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 CA, CO, IL, IN, LA, NE, OK, and TX. As such, these services are strictly intended for individuals residing in the states referenced. 

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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