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Strategic Partnerships

At REAL Financial Strategies & Solutions, LLC. (REAL FS&S), we work with attorneys, accountants, trust officers, and other financial professionals to better serve the needs of our clients. This collaborative approach gives our clients a comprehensive service. When you partner with REAL FS&S, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients.

We know that every organization has different methods and preferences for the way communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments. We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning.

We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.


RESOURCES FOR STRATEGIC PARTNERSHIPS

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CONTACT US


201 Jones Road, 5th Floor East
Waltham, MA 02451

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tlibby@REALFSS.com

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Phone: (781) 398-8561
Fax: (508) 458-8000

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Disclosure

Timothy Libby is an agent 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 #0K73992), CT, DE, FL, MA, MD, ME, NC, NH, NJ, NY, OH, RI, SC, TX, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Timothy Libby is licensed and authorized to offer insurance in California, but Real Financial Strategies & Solutions, LLC may not be. For additional information on California licensure status, please click here.

Timothy Libby is a Registered Representative of and offers 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, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-8561. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DE, FL, IN, MA, ME, NC, NH, NJ, NY, OH, RI, SC, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Timothy Libby 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, CT, DE, FL, IN, MA, ME, NC, NH, NJ, NY, OH, RI, SC, TX, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Real Financial Strategies & Solutions, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Real Financial Strategies & Solutions, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Real Financial Strategies & Solutions, LLC > Logo
  • ABOUT
    • Meet Our Team
    • The REAL Difference
    • Our Process
    • What it Means to be a Fiduciary
    • Strategic Partnerships
  • EXPERTISE
    • Business Owners
    • Physicians & Dentists
    • Bio Tech & Pharma
    • Teachers
    • First Repsonders
    • Successful Professionals
  • RESOURCES
    • Videos
  • ACCOUNT ACCESS
    • REAL Financial Dashboard
    • New York Life
    • Eagle Strategies
    • NYLIFE Securities
    • American Funds
    • NYLI Funds
  • CONTACT
    • Our Location
    • Schedule an Appointment

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