Daniel C. Jeanneret, Financial Advisor at Eagle Strategies, LLC

Daniel C. Jeanneret, Financial Advisor at Eagle Strategies, LLC Jeanneret Financial Strategies. Helping individuals and business owners to create, build, and preserve wealth. Eagle Strategies LLC is a New York Life Company.

As a 3rd generation licensed Agent of New York Life Insurance Company 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. I am an

Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative offering securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. I am not licensed in all jurisdictions. My California Insurance license number is 0L45105. Neither Jeanneret Financial Strategies nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Jeanneret Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Office Address:
New York Life Insurance Company
3000 Bayport Drive, Suite 1100
Tampa, FL 33607
Office: (813)281-0100
Mobile: (813)748-7160
Text: (813)808-8787

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.

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine y...
09/08/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

As scammers embrace new tech, use these strategies to help safeguard your accounts.
09/07/2026

As scammers embrace new tech, use these strategies to help safeguard your accounts.

As scammers embrace new tech, use these strategies to safeguard your accounts.

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!

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may aff...
09/04/2026

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may affect retirement planning and financial decisions.

Older homeowners are getting less for their homes when they sell, according to a new study, raising important questions about retirement income and taxes.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
09/04/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4ctrppe

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decisi...
09/02/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to buil...
08/31/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

Address

3000 Bayport Drive, Suite 1100
Tampa, FL
33607

Telephone

+18137487160

Website

Alerts

Be the first to know and let us send you an email when Daniel C. Jeanneret, Financial Advisor 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 Daniel C. Jeanneret, Financial Advisor at Eagle Strategies, LLC:

Shortcuts

Share

Category