Jon M. Stamberger, Financial Adviser with Eagle Strategies LLC

Jon M. Stamberger, Financial Adviser with Eagle Strategies LLC I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC. Where are you getting your financial advice?

While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice. If you’re concerned about:
• Retirement planning
• Education funding
• Portfolio management
• Risk Management
Let's take time now to plan for tomorrow. I am an Agent licensed to sell insurance t

hrough New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

6100 Oak Tree Blvd., Suite 300, Independence, OH 44131, (440) 554-0616. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. I am not licensed in all jurisdictions.

01/19/2024

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets.

11/19/2022

2023 will be the 169th consecutive year that our company has paid dividends to eligible policy owners. What’s more, the total payout is expected to be a record $2 billion. Want to know what dividends can do for you? All you have to do is ask.

New York Life declares largest dividend in company history with $2.0 billion total payout expected in 2023.

11/18/2022

Making people feel more secure is what we’re about. So even though dividends are not guaranteed—I’m proud to say that 2023 will be the 169th consecutive year that eligible policy owners receive them. Let’s talk about what that could mean for your future.

New York Life declares largest dividend in company history with $2.0 billion total payout expected in 2023.

Attended SME's 59th Annual DMSA Awards last night. What a great event! Congrats to all of this year's award winners!
02/21/2020

Attended SME's 59th Annual DMSA Awards last night. What a great event! Congrats to all of this year's award winners!

02/18/2020

Great seeing our son Derek this past weekend at Miami University! So proud of the young man he's become.

Why do guarantees matter?
06/28/2017

Why do guarantees matter?

Our income annuities are a great retirement solution which help convert a lump-sum of your retirement fund into a steady, reliable cash flow for the future.

Why do guarantees matter?
06/22/2017

Why do guarantees matter?

Before you make any decisions, be sure you know the facts.

Why do guarantees matter?
06/16/2017

Why do guarantees matter?

10 things about income annuities.

Why do guarantees matter?
06/10/2017

Why do guarantees matter?

Build your own "pension-like" stream of guaranteed lifetime income.

Address

6100 Oak Tree Boulevard , Suite 300
Independence, OH
44131

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