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Ronald J

Series 63, Series 66

Saxonburg, PA

Eagle Strategies (NY Life)

Ronald Jones is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. His career includes roles at Eagle Strategies LLC and New York Life Insurance Company since 2006. Jones serves on the boards of Community Care Connections Inc., Butler County Family YMCA, and Knoch Boys Lacrosse. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types 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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Corina W

Series 65, Series 63

Saxonburg, PA

Eagle Strategies (NY Life)

Corina Wack is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA, holding Series 65 and Series 63 credentials and seven years of industry experience. She has worked with several firms including Olewine Financial Group and Dream Big Wealth Strategies. Outside of her advisory work, she serves as Vice President of the Ladies Auxiliary to the Butler Township Volunteer Fire District and is Vice Chair of the Board for the Mainline division of the Rotary Leadership Institute, where she helps train future leaders. She is also a board member of the Golden Tornado Scholastic Foundation. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its 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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