Stormont Financial Strategies

Stormont Financial Strategies Cultivating your financial ecosystem for a life of strength, intention, and fulfillment. 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. 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. 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. New York Life Insurance Company
Westchester V71 General Office
777 Westchester Ave. 4th Fl. White Plains, NY 10604
914-253-7013
[email protected]

California Insurance license number 0M11620
Arkansas Insurance license number 7903745

Neither Stormont Financial Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Stormont Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

Feliz Día de los Mu***os to you and your family!
11/01/2024

Feliz Día de los Mu***os to you and your family!

Happy Halloween to you and your family.
10/31/2024

Happy Halloween to you and your family.

Share something you worked hard on in the past week.
10/30/2024

Share something you worked hard on in the past week.

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. Th...
10/28/2024

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. The right policy can help you pay for expenses, grow wealth over time, and save money by locking in your rates early. Reach out and do more for your financial health.

As we approach the end of the year, it's the perfect time to review and adjust your financial goals. Have you met what y...
10/24/2024

As we approach the end of the year, it's the perfect time to review and adjust your financial goals. Have you met what you set out to achieve this year? If not, don't worry—I'm here to help you get back on track. Reach out, and let's fine-tune your strategy for the rest of 2024 and beyond.

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward...
10/22/2024

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward and retain your employees with a custom life insurance plan for your business.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

What is an important lesson you learned from a mistake?
10/19/2024

What is an important lesson you learned from a mistake?

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer yo...
10/17/2024

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you is some budgeting advice to help you manage your finances more effectively. Read these tips and reach out if you need more help. You got this!

As a new parent, having a baby on a budget requires adjusting your finances. Use this financial advice from New York Life to help with your planning.

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
10/15/2024

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/3Y8z6Jn

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer ...
10/11/2024

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://bit.ly/4eYBkBZ

Life is difficult, but it’s all about perseverance. When was a time you were knocked down and how did you respond?
10/09/2024

Life is difficult, but it’s all about perseverance. When was a time you were knocked down and how did you respond?

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "re...
10/07/2024

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

Address

New York, NY
11231

Telephone

+16467015271

Website

Alerts

Be the first to know and let us send you an email when Stormont Financial Strategies 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 Stormont Financial Strategies:

Shortcuts

Share

Category