Specialties
About Me
As a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.
Mission Statement: With integrity and humanity, we guide individuals through a cohesive financial process to identify, define, and organize their financial goals and objectives. We develop customized strategies which allow our clients to accomplish their specific goals. We continue to work with our clients to adapt to the changes that occur throughout their lives with regular reviews of their strategy. Every decision we make, every action we take has one overriding purpose: to be here when our clients need us. Client Profile: Our clients are looking for tax efficient strategies* that meet their individual goals and provide protection for their income and assets. After completing our financial process, our clients are willing to take the necessary steps to implement the recommended solutions. Many of our clients have recently experienced a major financial life event, such as, retirement, change in employment status, loss of a spouse, sale of a business, or have received an inheritance or financial settlement. For our business clients we offer executive and employee benefits, qualified and non-qualified retirement plans, as well as group and individual health insurance plans.
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Interests & Hobbies
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Credentials
CLU
Chartered Designations
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Disclosures
Disclosure Matthew Turco is an agent of and 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, CT, FL, MA, NC, NH, NY, OH, RI, TX, VA, VT, and WY. No insurance business may be conducted outside the states referenced. Matthew Turco 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, 254 Robinson St Unit 201a, Wakefield, RI, 02879, 401-789-3400. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, MA, NC, NH, NY, OH, RI, and VT. No offers may be made or accepted from any resident outside the specific states referenced. Matthew Turco 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 CT, FL, MA, NC, NH, NY, OH, RI, and VT. 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. Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.