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

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

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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.

11/02/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

10/30/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

10/28/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

10/27/2026

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

10/26/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

10/23/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

10/21/2026

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.

The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.

10/19/2026

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may be worth considering in retirement.

Think paying upfront is the smartest financial move? Discover why staying flexible with some bills is the real secret to stretching your retirement savings.

10/19/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/3UAJhbR

Address

3000 Bayport Drive, Suite 1100
Tampa, FL
33607

Telephone

+18137487160

Website

http://www.JeanneretFS.com/

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