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Paul D

Series 66

Pottersville, NJ

Eagle Strategies (NY Life)

Paul De Biasse is a Series 66-registered financial advisor with Eagle Strategies (NY Life) and has eight years of industry experience. He previously worked at Horizon Wealth Strategies, LLC for five years and spent 12 years with Zignago Glass USA Inc. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions including fee-based advice and retirement plan consulting, with most 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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