Investment Advisory Services

Eagle Strategies offers a number of fee-based asset management programs designed to help ensure that our interests are aligned with yours: protecting and growing your investments. Through our asset management partnerships, clients of Eagle Strategies have access to separately managed accounts and fund advisory accounts. Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management. Other miscellaneous charges may apply.

Our financial advisors can help you navigate today’s complicated market environment and manage your wealth for the future, whatever may come.

1. Asset Allocation

We build your portfolio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations.

We build your portfolio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations. - See more at: http://eaglestrategies.com/#/our-services

We build your portfolio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations. - See more at: http://eaglestrategies.com/#/our-services

We build your portfolio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations. - See more at: http://eaglestrategies.com/#/our-services

2. Wealth Management

Whether you desire portfolio management from one of our many available professional investment managers or personalized portfolio construction from your adviser, we offer portfolios that are developed for your needs and objectives, continuously monitored and managed to help them keep pace with your evolving goals.

3. Portfolio Optimization

Integrating your insurance and investment decisions helps meet your protection needs, and may help optimizes your portfolio returns and lower risk.

Disclosure

Jared Maher is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E63547), CO, FL, HI, IA, IL, MN, MT, ND, OR, SD, TX, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jared Maher is licensed and authorized to offer insurance in California, but MAHER FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Jared Maher is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4650 Amber Valley Pkwy S, Fargo, ND, 58104, 701-433-7527. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, IA, IL, KS, MN, MO, MT, ND, NE, OR, PA, SD, TX, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jared Maher is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, HI, IA, IL, KS, MN, MO, MT, ND, NE, OR, PA, SD, TX, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

MAHER FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither MAHER FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​