Heritage Planners

Heritage Planners Paul J. Haye, CLU®, ChFC®, AEP® became an Agent with New York Life Insurance Company in 1981. I am not licensed in all jurisdictions. AR ins lic #965899.

Paul is an active member of the National Association of Insurers and Financial Advisors, NAIFA and is a member of his local Society for Financial Service Professionals. Since 2007, he has been a member agent of The Nautilus Group, a resource for estate conservation and business succession ideas. The Nautilus Group is a service of New York Life Insurance Company available to a limited number of su

bscribing agents. Paul is also an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Investment Advisor. His relationship with Eagle Strategies allows him to provide financial planning service and fee-based investment advice to his clients. Paul lives with his wife Ruth in Perrysburg, Ohio and is a proud member of the community. Heritage Planners is not owned or operated by New York Life Insurance Company or its affiliates. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Paul is 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. Neither Heritage Planners nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA ins lic .

1684 Woodlands Dr
Suite 105
Maumee, OH 43537
(419)887-4707
x4707

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The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

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If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

Address

1684 Woodlands Drive, Ste 105
Maumee, OH
43537

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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