Financial Advisor CALEB HARTY
189 NORTH MAIN STREET UNIT 204A, MIDDLETON, MA 01949
Office:
978-972-5961
|
Cell:
978-972-5961
Email: charty@ft.newyorklife.com
My approach.
As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life, I specialize in creating custom insurance and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.
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A message from our CEO, Ted Mathas
Putting your family first in times of crisis.
Solutions to fit your needs.
Here to help you plan for today and tomorrow.
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.
Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.
My Credentials:
Certification and Education:
Licensed to assist with:
Creating plans that help you succeed.
Protection planning.
Using life, long-term care, and disability insurance, we can create a plan to protect your family, assets, or business from many of life's unexpected events.
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Retirement planning.
Using annuities and investments, I can help you pursue greater returns and enjoy a more secure, fulfilling retirement.
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Investment planning.
After reviewing your needs, risk tolerance, and timeframe, I can help you build a customized investment portfolio that meets your short and long-term goals.
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Estate planning.
Whether you want to leave money to your children or a favorite charity, we can help you with planning to ensure your assets are transferred in a tax-efficient manner.
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Customized Financial Guidance
Wealth management built around your needs.
As a financial advisor with Eagle Strategies, I'm committed to building successful, long-term relationships with my clients. That commitment combined with my qualifications, experience, and access to the tools and resources of Eagle Strategies, positions me to help clients like you meet their financial goals.
Learn about Eagle Strategies LLC
Life is a journey. We're here to help you along the way.
Planning for retirement.
How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.
Getting married.
Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.
Growing your family.
With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.
I'm here to help. Contact me any time.
189 NORTH MAIN STREET UNIT 204A, MIDDLETON, MA 01949
Office:
978-972-5961
Cell:
978-972-5961
charty@ft.newyorklife.com
189 NORTH MAIN STREET UNIT 204A, MIDDLETON, MA 01949
Not licensed to sell in all jurisdictions.
Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.
Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.