San Francisco / California / United States
Brody, Walsh & Brody was founded in 1980 by New York Life agents William V. Brody, CLU , and David R. Walsh to provide employee benefits and insurance services. Focusing on closely held businesses, Brody, Walsh Brody Employee Benefit & Insurance Services, Inc now provides employee benefits and financial services focused on estate preservation, business succession, executive benefits and asset management planning. B ill and David, New York Life agents since 1969 and 1970, respectively, coordinate with their clients, accountants, attorneys and other advisors to crystallize their clients business and personal financial objectives. The Nautilus Group, a service of New York Life Insurance Company and a resource staffed by a dedicated team of individuals credentialed in tax law and accounting, provides additional leverage to the clients planning team through Bill and Davids membership. Davids affiliation with Eagle Strategies LLC, a registered investment advisor, helps clients gain control over almost every aspect of their financial life-from personal finances to investments, insurance, estate preservation, and business succession.
