Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
21 years
Location
Wilkes Barre Twp, PA 18702
Eagle Strategies (NY Life)
Enterprise
Carla Jagodzinski is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at Blu Door Financial and New York Life Insurance Company. She is also a committee member and authorized founder of the Luzerne Foundation’s David J. Miller Scholarship Fund, which provides scholarships to local students and supports Big Brothers Big Sisters of Northeast PA. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a substantial asset base primarily on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Wilkes Barre Twp, PA S Walnut St
54 S Walnut St
Wilkes Barre Twp PA 18702
Advisors at this office
1
Pennsylvania
21 years of industry experience
Eagle Strategies (NY Life)
2023 - Present • 3 years
Sugar Notch, PA
Jagodzinski Financial Boutique
2021 - Present • 5 years
Sugar Notch, PA
Blu Door Financial
2018 - 2021 • 3 years
Forty Fort, PA
Nylife Securities LLC
2015 - Present • 11 years
Scranton, PA
New York Life Insurance Co
2014 - Present • 12 years
Scranton, PA
Ivory Development Corp
2009 - Present • 17 years
Sugar Notch, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
CFP®
Harveys Lake, PA
George J. Appel
George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.
Series 65
Wyoming, PA
Invictus Financial Services
Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.
CFP®, Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.
Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc and has operated Grudzinski Financial Services, LLC since 2008, where he also serves as president. He offers life, annuity, and long-term care insurance products to clients when appropriate. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $11.5 million in assets across 53 client relationships. The firm employs fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may use sub-advisors to implement investment strategies.
Series 65
West Pittston, PA
Park Lane Financial Group LLC
Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His career includes roles at Talen Energy and McAdam LLC, and outside of advising, he works as a delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses. The firm uses fundamental analysis, Monte Carlo modeling, and cyclical analysis in managing portfolios and may employ sub-advisors to execute investment strategies.
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