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Customized Solutions

Individuals and Families

Traditional and Roth IRAs

Brokerage Accounts*

Alternative Investments**

Fixed Annuities

Variable Annuities*

Income Annuities

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529s*

Long Term Care Insurance

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Variable Life*

Survivorship Life

CD’s

Fund Advisory / SMAs / UMAs / Mutual Funds / ETFs*

HSAs

Donor Advised Funds / Charitable Giving

*Securities offered through NYLIFE Securities LLC Member FINRA/SIPC a Licensed Insurance Agency.

**Eligibility standards apply.

Business Owners / Non Profits / Municipalities

401k

Simple IRA

SEP IRA

457

403(b)

Pension Plan

Group Term Life

Employee Whole Life

Long Term Care Insurance

Group Short Term Disability

Group Long Term Disability

Defined Benefit Plan / Defined Contribution Plan

Disability income / Buy Out planning

Funding for Buy / Sell Agreement

Strategies for Business Succession

Executives

Executive Bonus 162

Deferred Compensation

Split Dollar Arrangements

Long Term Care Carve Out

Stock Options*;
Strategic Planning

“We didn’t just receive a plan — we gained a
partner who truly understands our family’s future.”

Get In Touch

150A Andover Street, Suite 7A
Danvers, MA 01923

Office: (978) 854-0011
cooperfauteux@eaglestrategies.com

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Disclosure

Ronald Cooper Jr is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #5925889), AZ, CA (CA Insurance License #0K28431), CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WI. No insurance business may be conducted outside the states referenced.

Ronald Cooper Jr is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 150a Andover St Ste 7a, Danvers, MA, 01923, 978-854-0011. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Ronald Cooper Jr is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Ryan Bajjaly is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CT, DE, FL, GA, MA, ME, NJ, NY, PA, RI, and WA. No insurance business may be conducted outside the states referenced.

Ryan Bajjaly is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 150a Andover St Ste 7a, Danvers, MA, 01923, 315-408-5339. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, FL, GA, MA, ME, NC, NH, NY, PA, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Ryan Bajjaly is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CT, DE, FL, GA, MA, ME, NC, NH, NY, PA, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

Ryan Hart is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0L14553), CT, FL, IA, MA, ME, MN, NC, NH, NY, OR, RI, TN, VA, and WA. No insurance business may be conducted outside the states referenced.

Ryan Hart is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 150a Andover St Ste 7a, Danvers, MA, 01923, 781-264-8662. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, IA, MA, ME, MN, NC, NH, NY, OH, OR, RI, SC, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Ryan Hart is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, FL, IA, MA, ME, MN, NC, NH, NY, OH, OR, RI, SC, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kevin Fauteux is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4157704), CT, DC, FL, GA, MA, MD, ME, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Kevin Fauteux is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 150a Andover St Ste 7a, Danvers, MA, 01923, 978-717-5662. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kevin Fauteux is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • WHO WE ARE
    • Our Team
    • Strategic Alliances
  • HOW WE HELP
    • Expertise
    • Process
    • Customized Solutions
  • RESOURCES
    • Helpful Links
    • Client Documents
    • Financial Calculators
    • Videos
  • GET IN TOUCH
  • CLIENT LOGIN

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