When you work with Silver Transitions, you know you have a trusted ally who is here locally to meet with you personally and get to know you and your goals. At the same time, our team is affiliated with the below nationally recognized and respected specialists. The access to this combined knowledge and experience is yet another key advantage that sets us apart from other financial professionals.
Through Eagle Strategies, Ralph 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.
Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
Our financial professionals are proud to be affiliated with New York Life Insurance Company as agents. 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 independent rating agency commentary as of 7/1/15)
Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/15/2015. See the ranking here.
425 Market Street, Suite 1610 - San Francisco, CA 94105
Phone: (415) 839-9640 - Email: info@silvertransition.com