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Joseph L

ChFC®, Series 63

Natrona Heights, PA

Eagle Strategies (NY Life)

Joseph Lucchino is a financial advisor with Eagle Strategies (NY Life) based in Natrona Heights, PA. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. Lucchino has been affiliated with Eagle Strategies since 2004 and operates the Lucchino Insurance & Financial Group since 2015. He is also involved in brokering non-registered insurance products and has over 20 years of experience selling health insurance through Fortis Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based hourly advice and co-advisory relationships, with the majority of its assets managed on a non-discretionary basis.

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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