John Cucarese Financial Services

John Cucarese Financial Services Providing quality financial strategies and
solutions to businesses and individuals. This approach gives you the most comprehensive service available.

At John Cucarese Financial Services, we take a collaborative approach to financial planning. We work with other professionals such as attorneys, accountants, and trust officers to better serve the needs of our clients. We are flexible and adaptable, and our goal is always to effectively meet the needs of our clients within our cohesive team environment. We promise to maintain open lines of communi

cation, always keeping you apprised of all developments. As a results-oriented firm, we deliver creative and effective solutions for you in all parts of financial planning, whether business, estate, succession, or tax planning. We invite you to view our website and gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to learn more about how we can help you achieve you financial planning goals, please don’t hesitate to contact us. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, John Cucarese 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. John Cucarese is not licensed in all jurisdictions. CA ins lic . Neither John Cucarese Financial Services 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. John Cucarese Financial Services is not owned or operated by New York Life Insurance Company or its affiliates.

3911 Sunset Blvd
Unit 1
Steubenville, OH 43952
(740)264-0238

This week we mark 21 years in business! Thank you to our family and friends, clients, team members, colleagues, and comm...
09/07/2026

This week we mark 21 years in business! Thank you to our family and friends, clients, team members, colleagues, and community for being so good to us. Your trust and support, dedication, wisdom and friendship has shaped our business, helped us grow, and keeps us going. Here’s to our best year yet!

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

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

Life insurance is not just a great way to protect against the unexpected--It can also be a powerful financial tool for y...
09/02/2026

Life insurance is not just a great way to protect against the unexpected--It can also be a powerful financial tool for you and your family.
Here are 8 reasons to add whole life insurance to your financial strategy: https://nyl.co/4coF7cS

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's s...
08/26/2026

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/19/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

From saving and goal setting to adjusting your investment strategy and picking a date, there’s a lot to do on the road t...
08/12/2026

From saving and goal setting to adjusting your investment strategy and picking a date, there’s a lot to do on the road to retirement. Do you know where you are today? If you’re not sure or need some guidance to get you moving again, give us a call and let’s talk.

Flew to Seattle this past week to engage with some of the top Advisors in the U.S. This Study Group has been one of the ...
08/04/2026

Flew to Seattle this past week to engage with some of the top Advisors in the U.S.

This Study Group has been one of the best things to happen to my business over the last 21 years. Twice per year we get together to sharpen our skills and share knowledge, so we can come back and do the best possible job for our clients.

Special thanks to Nick & Annette Rogers for all the planning, and to our partners at Fidelity, Evestnet, Alley Company, InnerMatrix, and ClientWise! What a terrific group!

This summer (and year!) is flying by…is there something on your 2026 to-do list you'd still like to tackle? Call us to s...
07/29/2026

This summer (and year!) is flying by…is there something on your 2026 to-do list you'd still like to tackle? Call us to schedule an appointment, and let’s talk retirement, insurance or investing.

Address

3911 Sunset Boulevard, Unit 1
Steubenville, OH
43952

Opening Hours

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

Telephone

+17402640238

Website

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