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Gerald H
ChFC®, Series 63
Westport, MA
Eagle Strategies (NY Life)
Gerald Hall is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) and has 49 years of industry experience. He has worked at Eagle Strategies since 2002 and has held prior roles with Lifetime Financial Group, Nylife Securities Inc., New England Life, and New York Life. Hall serves as a board member of both the Southeast Massachusetts Council on Addiction and the University of Massachusetts Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.
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