Evelyn Tai

Evelyn Tai’s financial services practice, based in Sunrise, Florida, helps individuals, families, and businesses plan for their financial futures. A New York Life agent with more than 30 years of experience, Tai offers customized guidance for estate conservation, retirement planning, wealth management, college funding, insurance protection, employee benefits, and other personal and business financial needs. Her credentials include ChFC, CLU, and CPA designations.

Through her professional affiliations, Tai provides access to insurance products and services through New York Life and other independent insurers where she is properly licensed. She is also a registered representative of NYLIFE Securities LLC, through which securities products and services are available where she is registered, and a financial adviser with Eagle Strategies LLC, offering advisory services in jurisdictions where appropriately registered. The practice emphasizes tailored solutions and support for clients’ financial planning needs. Tai and her team serve clients from their Sunrise office and offer virtual services. Insurance, securities, and advisory offerings are subject to licensing and registration requirements.