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Louis F

Series 66

Maumee, OH

Eagle Strategies (NY Life)

Louis Fahrbach is a financial advisor with Eagle Strategies (NY Life) in Maumee, Ohio, holding a Series 66 designation and over 12 years of industry experience. He has been affiliated with Heritage Planners and Eagle Strategies since 2018, and with New York Life and NYLIFE Securities since 2014. In addition to his financial advisory roles, Fahrbach serves on the Northwood City Council, a position he has held since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and tailors recommendations to client objectives, managing the majority of its assets on a non-discretionary basis and maintaining fiduciary responsibilities for retirement investors.

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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Paul H

ChFC®, Series 63

Maumee, OH

Eagle Strategies (NY Life)

Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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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