Jeff Varsa: Eagle Strategies LLC

Financial Adviser*

 

 

Jeff  is a multiple recipient of the prestigious Chairman's Council Award 2013 and a member of the Million Dollar Round Table Premier^ Association. 

 

Click Here to Visit New York Life's Guarantees Matter Page!

 

 

 

 

*Highest Ratings for Financial Strength

New York Life (NYL) has received the highest ratings for financial strength from the life insurance industry's principal rating agencies:

 

  • A.M. Best (A++)

 

  • Standard & Poor's (AA+)

 

  • Moody's (Aaa)

 

  • Fitch (AAA)

 Source: Individual third-party ratings reports as of 8/1/2013

 

*The financial strength and ratings do not apply to any investment products because they are subject to market risks and will fluctuate in value.

 

My Mission Statement:

To assist people identify their ever changing financial goals and help educate them on all relevant aspects of their financial condition. My clients receive comprehensive advice and planning designed to help maintain their quality of living and provide for the wellbeing of their families and subsequent generations.

 

My goal is to help educate people about their finances. I build long-term relationships with individuals and families who seek assistance in crystallizing their financial goals and who periodically need to make adjustments as their lives change. Some clients seek comprehensive planning, while others seek help with specific recommendations and solutions for educational planning, accumulating assets, tax reduction strategies, retirement income planning, and estate planning.

 

I offer an objective approach to financial planning. I assist clients in a customized plan that conforms to their wants and needs. My job is about helping people to achieve their financial goals in a way that maximizes options and opportunities.


Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.

It's challenging to know exactly what your future may hold, and your objectives may change over time. Because of this, I approach financial planning as a dynamic, ongoing process that takes into account your personal circumstances, changes in the tax laws, and changes in the marketplace. I can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.

 



Do you have concerns about any of the following?
 

 


 

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial 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. 


 



 



Jeffrey Varsa 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 MA, NH, CT, NY, and FL. No insurance business may be conducted outside this/these states referenced.

 

Jeffrey Varsa is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of MA, NH, CT, NY,and FL". No offers may be made or accepted from any resident outside the specific states referenced.



*Jeffrey Varsa is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of MA, NH, CT, NY, and FL. As such, these services are strictly intended for individuals residing in the specific states referenced.


 

  +Based on revenue as reported by "Fortune 500, Ranked within industries, insurance: Life, Health", Fortune Magazine, May 21 2012 . See http://money.cnn.com/magazines/fortune for methodology.

 

Neither Eagle Strategies LLC nor any of its affiliates provide legal, tax or accounting advice. Please contact your own advisors for more information on your particular situation.


 

 

 


 

 

^MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

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