I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Wealth Advisor offering investment advisory services through
Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 420 Lexington Avenue, 15th Floor, New York, NY 10170, Tel: 646-227-8580. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I hold the FINRA Series 7, 63 and 65 securities licenses and I am life and health licensed in NY, NJ, FL, RI, TN, TX and CA* My CA license number is .
*I am not licensed in all jurisdictions.