I offer a variety of solutions including, but not limited to Investment Advisory, Access to Investment Management Programs, Wealth Management, Insurance Strategies, College Funding Strategies, Retirement Planning, Lifetime Income Strategies, and Estate Planning Strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
In addition to being a Financial Adviser 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.
201 Jones Road. 5th Floor,
Waltham, MA 02451
Office: (781) 314-5944
Cellphone: (617) 571-9858
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
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 am not licensed in all jurisdictions.
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