My Mission Statement:
To assist people in identifying their ever changing financial goals and to help educate them on all relevant aspects of their current financial condition. I offer my clients receive comprehensive advice and planning that is 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, families, and businesses who seek assistance in crystallizing their financial goals and who periodically need to make adjustments as their lives change. Some clients seek financial 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 using 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 seeks to maximize options and opportunities.
As a Financial Advisor 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.
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 CT, FL, MA, NH, NJ, NY, MD, and AR. No insurance business may be conducted outside this/these states referenced.
The Varsa Group LLC is not owned or operated by either NYLIFE Securities LLC or Eagle Strategies LLC or its affiliates.