Wealth Management**

Investments* - We offer comprehensive products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also provide products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans

*Offered by NYLIFE Securities LLC (member FINRA/SIPC)

Welcome to our Wealth Management Solution**!  Our new service was developed to provide you with a convenient, comprehensive and secure online view of your financial information in one place, no matter where it is held. You will enjoy many features and benefits of the Wealth Management Solution including:

  • View updated deposit, credit, investment and insurance information
  • Access 24/7 from anywhere with an Internet connection
  • Numerous reports and calculators to analyze your expenses and plan for your future
  • Scan and store your important personal and private information in the Vault, an online safe deposit box
  • Track frequent flyer miles and rewards points plus set alerts to receive a notification when redemption levels are reached

For more information on our new and exciting tool please click on the link below….…..

Wealth Management Solution
...don’t miss this opportunity to have your financial world in one secure, consolidated view!!

**Made available to clients of Joel Shapiro and Leonard Isaacs, Financial Adviser through Eagle Strategies LLC, A Registered Investment Adviser.

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