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Michael F

Series 63, Series 65

San Jose, CA

Eagle Strategies (NY Life)

Michael Flynn is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Flynn operates Flynn Wealth Strategies and Insurance Solutions, Inc., where he is involved in brokering non-registered insurance products. He also serves on the advisory board of MIF, Inc., a medical billing company with operations in the United States and delivery centers in India and Sri Lanka. Eagle Strategies serves individual and institutional clients by 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 and plan sponsor objectives, managing a majority of its assets on a non-discretionary basis and maintains fiduciary responsibilities under applicable regulations.

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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