KUNHARDT FINANCIAL & INSURANCE STRATEGIES
Dan Kunhardt,
Financial Advisor with Eagle Strategies LLC
(413) 203-6608
Kunhardt Financial and Insurance Strategies
As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance agent, and a Registered Representative of NYLIFE Securities LLC, in the Connecticut Valley General Office, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Dan Kunhardt 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 CT, MA, and VT. No insurance business may be conducted outside these states.
Dan Kunhardt is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 351 Pleasant Street, Suite C, North Hampton, MA 01060. 413-584-1131. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, NC, NJ, RI, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Dan Kunhardt is also separately registered as an investment adviser with Eagle Strategies LLC, offering investment advisory services in the states of CA, CT, FL, MA, NC, NJ, RI, VA, and VT. As such, these services are strictly intended for individuals residing in those states.
Calculators
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Articles
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