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Scott Scheer

Financial Advisor
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  • About
    • Our Team
    • Our Clients
    • Strategic Resources
  • Expertise
    • Exit Planning
    • Business Solutions
    • Personal Solutions
    • Investment Management
    • Our Products
  • Approach
    • Holistic Process
    • Core Concepts
  • Education
    • Newsletters
    • Helpful Links
    • Tax Resources
  • Contact
  • Client Login
    • Mainstay Funds
    • New York Life
    • Eagle Strategies
    • eMoney
  • Copyright
Disclosure

Scott Scheer 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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

Scott Scheer 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, N474 Eisenhower Dr Ste C, Appleton, WI 54915, 920-731-4572. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Scott Scheer is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Vista Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Vista Financial Strategies 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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