Financial Advisor*

 

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.


I believe that 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 implemented.


Do you have concerns about any of the following?
 

 

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.


Please use my Website 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 CT, FL, MA, NH, NJ, NY, MD, and AR. 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, NC, NJ, MD, AR, 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 investment advisory and financial planning services in the states of MA, NH, CT, NY, NC, and FL. As such, these services are strictly intended for individuals residing in the specific states referenced.

The Varsa Group LLC is not owned or operated by either NYLIFE Securities LLC or Eagle Strategies LLC or its affiliates.


**Neither The Varsa Group LLC nor its staff, nor Eagle Strategies LLC, nor its agents, nor any of its affiliates provide legal, tax or accounting advice. Please contact your own professionals for tax, legal and accounting advice.

Calculators

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite 4,363.14 -3.25

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.