Malta, NY Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

2

Of 2,484 advisors across 960 offices

Location

100 Saratoga Village Blvd, Suite 36 D

Malta NY 12020

Advisors at this office

2

Advisors at this office

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Daniel P

Series 63, Series 65

Malta, NY

Eagle Strategies (NY Life)

Daniel Pearsall is a financial advisor with Eagle Strategies (NY Life) based in Malta, NY, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Eagle Strategies since 2021. Pearsall is also involved in insurance brokering through his ownership of Post Time Wealth Solutions LLC. Eagle Strategies serves both 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, managing a substantial portion of assets 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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Stephen C

Series 63, Series 66

Malta, NY

Eagle Strategies (NY Life)

Stephen Cardinal is a financial advisor with Eagle Strategies (New York Life) located in Malta, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Waterfall Asset Management and HBMJ Consulting. Cardinal operates Post Time Wealth Solutions LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and provides advisory services linked to insurance and annuity products, primarily managing assets 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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