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 63, Series 66
Experience Industry experience
6 years
Location
Gardiner, ME
Eagle Strategies (NY Life)
Enterprise
John Burrell Jr. is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Co. Burrell operates Top Flight Financial and Insurance Services, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and works extensively with both individual and institutional clients.
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
Gardiner, ME
Gardiner ME
Advisors at this office
1
Maine
6 years of industry experience
Top Flight Financial and insurance Services
2025 - Present • 1 year
Gardiner, ME
Eagle Strategies (NY Life)
2023 - Present • 3 years
Gardiner, ME
NYLIFE Securities, LLC
2019 - Present • 7 years
South Portland, ME
New York Life Insurance Co
2018 - Present • 8 years
South Portland, ME
Knights of Columbus
2015 - 2018 • 3 years
New Haven, ME
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.
CFP®
Readfield, ME
Stewardship Financial Plainning, LLC
Robert Corey is a CFP® professional with 23 years of experience in the financial advisory industry. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is a fee-only independent advisory practice serving individuals, high-net-worth clients, trusts, and business entities with comprehensive financial planning, investment advice, and tax preparation. The firm manages approximately $56 million in client assets on a non-discretionary basis, focusing on diversified portfolios using no-load mutual funds and ETFs, and integrates CFP®-level planning with Enrolled Agent tax services.
Series 66
Winthrop, ME
Azimuth Capital Management, LLC
Kenneth Daley is a financial advisor at Azimuth Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Azimuth Capital Management since 2012. Outside of his advisory role, he owns and operates Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. Azimuth Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients. The firm employs a fundamentally oriented, long-term investment approach, offering tailored portfolios constructed from low-cost mutual funds, ETFs, individual securities, and unit investment trusts, with continuous monitoring and periodic reviews.
Series 63, Series 65
Augusta, ME
Maine Center for Wealth Management, LLC
Craig Stevens is a financial advisor with Maine Center for Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Maine Center for Wealth Management since 2010 and also operates Stevens Law Offices, PA, where he practices estate planning. Stevens serves as an independent insurance agent offering life and annuity products and manages Dirigo Ventures LLC, a property management business. Maine Center for Wealth Management provides wealth management, discretionary portfolio management, and financial planning to individuals, families, trusts, estates, retirement plans, and businesses. The firm constructs portfolios tailored to clients’ investment objectives and risk tolerance, emphasizing ETFs over mutual funds and typically managing assets on a discretionary basis.
Series 63, Series 65
Manchester, ME
Kelly & Associates, LLC
John Duval Sr. is a financial advisor with Kelly & Associates, LLC in Manchester, ME, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Kelly & Associates since 2015 and concurrently operates John Duval Associates, a litigation consulting business where he serves as owner and expert witness in FINRA securities cases. Kelly & Associates, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and low-turnover asset-class investing, managing client accounts primarily on a non-discretionary basis and incorporating tax-aware strategies.
CFP®, ChFC®, Series 65
Gardiner, ME
J.M. Arbour, LLC
Jac Arbour is a CFP® and ChFC® with 10 years of experience in financial advising. He is the managing member of J.M. Arbour, LLC and has worked there since 2016, with prior experience at Foundations Investment Advisors, LLC and Combined Benefits United. Outside of his advisory role, Arbour is involved in personal development coaching and serves as CEO of ARMO Sourcing, LLC and MasterFi, Inc., a SaaS company providing financial guidance through AI. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, including high-net-worth clients. The firm offers discretionary portfolio management and retirement plan consulting, utilizing sub-advisers and third-party model providers for asset allocation and rebalancing, and manages series-structured private funds with performance-based allocations.
ChFC®, Series 65
Gardiner, ME
J.M. Arbour, LLC
Miles Whitlock is a financial advisor with J.M. Arbour, LLC, holding the ChFC® designation and Series 65 license, and has nine years of industry experience. He previously worked at Foundations Investment Advisors, LLC for six years and has operated as an independent agent with Combined Benefits United since 2016. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages client portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.
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