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Daniel S

Series 63, Series 65

Lockport, NY

Eagle Strategies (NY Life)

Daniel Stoll is a financial advisor with Eagle Strategies (New York Life) based in Lockport, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 1998. Outside of his financial advisory roles, he is also active as a musician on a part-time basis. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types aimed at tailoring solutions to client objectives and operates mostly on a non-discretionary asset management basis within the New York Life affiliate network.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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