Financial Adviser at Eagle Strategies LLC

Financial Adviser at Eagle Strategies LLC Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

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 Financial Adviser offering investment advisory services thro

ugh 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

1130 BATEMAN DRIVE PHOENIXVILLE, PA 19460 | 610.209.9029

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. My Arkansas Insurance License is 11593455. 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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
03/30/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/40ZPEoF

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4rNx1Ab

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article fr...
02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/4azoWYD

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline...
02/13/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

Address

230 Cutleaf Circle
Harleysville, PA
19438

Telephone

+16102099029

Website

Alerts

Be the first to know and let us send you an email when Financial Adviser at Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Adviser at Eagle Strategies LLC:

Shortcuts

Share

Category