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Harding Financial and Insurance partners with Eagle Strategies to offer fee-based comprehensive plans which include building and protecting wealth for financial independence and retirement. We counsel busy and successful professionals about the best ways to consolidate piece-meal financial solutions into a comprehensive plan to achieve their goals. Most of the time, clients are too busy with their professional pursuits to properly plan for the financial future they want. That's where Harding Financial and Insurance comes in; we take the financial planning burden from them, by setting plans in motion so their financial aspirations are revealed. 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. 201 Jones Road, 5th Floor, Waltham, MA 02451 (781)647-4100 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. I am not licensed in all jurisdictions. Neither Harding Financial and Insurance nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Harding Financial and Insurance is not owned or operated by New York Life Insurance Company or its affiliates.

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retirement planning, personal money management, life, disability & longterm care insurance, wealth management techniques & trends, estate planning

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8
2006
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