Paul Habib, Chfc, CLTC, Financial Adviser

Paul Habib, Chfc, CLTC, Financial Adviser I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Regis 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. Office Location:
201 Jones Road, 5th Floor
Waltham, MA 02451
(857) 334-2575

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. 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.

3 reasons why investors shouldn’t fear the recent market sell-off.
04/30/2018

3 reasons why investors shouldn’t fear the recent market sell-off.

The equity markets sold off yesterday (with the S&P 500 down -1.34% and the Dow down -1.76%), even though corporate America is well on its way to a record-breaking profit season. So, why the sell-off? Pointing the Finger It’s tough to say. A surging 10-year U.S. Treasury yield might have something...

In 2017, we made the largest dividend payout in company history. Let's talk about what this could mean for you: https://...
03/26/2018

In 2017, we made the largest dividend payout in company history. Let's talk about what this could mean for you: https://nyl.co/2DPT4NM.

New Year, new priorities: Let’s set up a time to meet & review what’s ahead.
01/15/2018

New Year, new priorities: Let’s set up a time to meet & review what’s ahead.

Our tools and resources can help you form solid strategies that will make the most of your earnings.

In a volatile economy, the mutual advantage could help you find peace of mind.
12/18/2017

In a volatile economy, the mutual advantage could help you find peace of mind.

Strong, just like always.

Here’s a five-course plan to secure your family’s future in the New Year. http://nyl.co/2AmyWCb .
12/14/2017

Here’s a five-course plan to secure your family’s future in the New Year. http://nyl.co/2AmyWCb .

Worried about retirement? Don't be. I can help you find the right solution. http://nyl.co/2im9l4j .
11/06/2017

Worried about retirement? Don't be. I can help you find the right solution. http://nyl.co/2im9l4j .

Helpful insights to help you learn from investing mistakes oftentimes made by the older generations.
10/23/2017

Helpful insights to help you learn from investing mistakes oftentimes made by the older generations.

Millennials are asking for the investing education that earlier generations were never given, U.S. News reports.

How can you make the most of your 401(k)?
09/14/2017

How can you make the most of your 401(k)?

Many Baby Boomers might not be ready for retirement, but younger workers have a chance to do better – if they make the most of their 401(k)s.

4 financial goals you need to aim for now.
08/28/2017

4 financial goals you need to aim for now.

Looking forward to retirement? Here are a few goals to hit first.

Personal finance doesn't have to be complicated.
08/03/2017

Personal finance doesn't have to be complicated.

The man who boiled down wealth strategies onto one index card is back with tips for seniors on fixed incomes and others who need to do more with less.

Want to learn how to build a strong financial foundation? Join us on Thursday, July 27 for a free seminar, “Blueprint fo...
06/22/2017

Want to learn how to build a strong financial foundation? Join us on Thursday, July 27 for a free seminar, “Blueprint for financial success,” when we will explore the basics of building financial security, including managing debt, growing savings, and safeguarding against risk and unexpected events. All participants will receive a complimentary workbook. Contact me to RSVP.

DATE: Thurs., July 27
TIME: 6:30 pm
LOCATION: New York Life Office
1555 Iyannough Road
Hyannis, MA 02601

Here's one approach to legacy planning.
06/15/2017

Here's one approach to legacy planning.

These four pillars will help start the necessary preparations.

Address

201 Jones Road, 5th Floor
Waltham, MA
02451

Telephone

(857)3342575

Website

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