I offer a diverse variety of products and services that can be tailored to help you meet a number of insurance and financial needs. These include, but are not limited to, investment advisory services, college funding, retirement planning, insurance planning (such as life, long-term care, and disability protection), and lifetime income strategies. Please contact me to help you properly analyze you
r situation and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through 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. To learn how I may be of assistance to you, please contact me at:
59 Ketcham Rd
Hackettstown, NJ 07840
908 850 4400
[email protected]
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 Polaris Wealth Strategies, nor 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. Polaris Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. My California Insurance license number is 0G33038.
