skip to main content
Main Menu
Sunny Financial Strategies, LLC Logo
  • About
    • Our Process
    • Our Firm
    • Summary of Services
    • Meet Our Founder
    • Welcome Video
  • How We Help
    • Investment Management
    • Insurance and Annuities
    • Individual and Family Services
    • Business Planning Solutions
    • Healthcare Professionals
    • Income Tax Strategies
  • Learn
    • Solo 401(K)
    • Financial Needs Pyramid
    • Estate Planning Buckets
    • Three Bucket Concept
    • Articles
    • Calculators
    • Topical Videos
    • Nautilus White Pages
    • Newsletters
    • Our Blog
    • Helpful Links
  • Get Started
    • Build Your Plan
    • Find Your Risk Number
    • Schedule Intro Call
  • Client Login
  • CONTACT

Helpful Links

EAGLE STRATEGIES
NEW YORK LIFE
NEW YORK LIFE ADVISORS
ANNUAL CREDIT REPORT - FREE REPORTS
FEDERAL RESERVE WEBSITE
INFLATION CALCULATORS
ASSOCIATION OF UNCLAIMED PROPERTY
INVESTMENT COMPANY INSTITUTE
MEDICARE PART D INFORMATION
TREASURY DEPARTMENT DAILY TREASURY
LIFE HAPPENS
INTERNAL REVENUE SERVICE
SOCIAL SECURITY ADMINISTRATION

Our Location

475 North Martingale Road
Suite 1250
Schaumburg, IL 60173

Instagram Logo

Where We Do Business

Where We Do Business map 2025

Get in Touch

847-414-9116
tom@sunnyfinancial.com
Share with a Friend

COMPLIMENTARY CONSULTATION
Schedule an Appointment
Disclosure

Tom Sunny 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 AZ, CA (CA Insurance License #0M96825), CO, CT, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

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

Tom Sunny 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, 475 N Martingale Rd Ste 1250, Schaumburg, IL, 60173, 847-585-4931. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Tom Sunny 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 AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Tom Sunny is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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.

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

Neither Sunny Financial Strategies, 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
Sunny Financial Strategies, LLC Logo
  • About
    • Our Process
    • Our Firm
    • Summary of Services
    • Meet Our Founder
    • Welcome Video
  • How We Help
    • Investment Management
    • Insurance and Annuities
    • Individual and Family Services
    • Business Planning Solutions
    • Healthcare Professionals
    • Income Tax Strategies
  • Learn
    • Solo 401(K)
    • Financial Needs Pyramid
    • Estate Planning Buckets
    • Three Bucket Concept
    • Articles
    • Calculators
    • Topical Videos
    • Nautilus White Pages
    • Newsletters
    • Our Blog
    • Helpful Links
  • Get Started
    • Build Your Plan
    • Find Your Risk Number
    • Schedule Intro Call
  • Client Login
  • CONTACT

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

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices