skip to main content
Main Menu
Website Logo
  • WHO WE ARE
  • HOW WE HELP
    • Expertise
    • Process
  • RESOURCES
    • Helpful Links
    • Client Documents
    • Financial Calculators
    • Videos
  • GET IN TOUCH
  • CLIENT LOGIN

Expertise

This is a close-up image of the ocean waves gently rolling onto the shore, with soft foam sparkling in the warm glow of the sunlight, creating a peaceful, serene moment.

Personal Guidance, Practical Planning

Our expertise is built upon thoughtfully guiding you through every dimension of your financial journey. By integrating meticulous planning, personalized investment strategies, proactive tax solutions, and purposeful legacy management—all supported by advanced technology—we ensure each financial decision aligns precisely with your ambitions, priorities, and values. Anchored by our fiduciary responsibility and unwavering advocacy, our approach delivers clarity, fosters confidence, and empowers you to preserve your achievements and shape the future you envision for yourself, your family, and generations ahead.

Financial Planning

  • Financial Organization & Account Consolidation

  • Cash Flow Planning & Analysis

  • Fixed & Discretionary Budget Development

  • Insurance Planning & Review

  • Asset Protection Strategies

  • Child Savings & Education Funding

  • Major Purchase & Sale Analysis

  • Comprehensive Risk Management

  • Employer Benefits Guidance & Optimization

  • Business Continuity & Succession Planning

Wealth Management

  • Customized Investment Management

  • Portfolio Construction & Monitoring

  • Strategic Asset Allocation

  • Investment Policy Development

  • Ongoing Portfolio Rebalancing

  • Alternative Investment Solutions

  • ESG (Environmental, Social, Governance) Investing

Tax Efficiency Planning

  • Proactive Tax Strategy Development

  • Tax-Aware Investment Management

  • Wealth Transfer/Estate Tax Minimization

  • Active Tax Investment Management

  • Roth Conversion Strategies

  • Tax-Efficient Withdrawal Planning

  • Charitable Giving Strategies

  • Coordination with Tax Professionals

Distribution Planning

  • Retirement Income Optimization

  • Social Security Claiming Strategies

  • Pension Optimization & Analysis

  • Required Minimum Distribution (RMD) Planning

  • Annuity & Guaranteed Income Solutions

  • Withdrawal Sequencing & Strategy

Estate & Legacy Planning

  • Comprehensive Estate Plan Review & Coordination

  • Wealth Transfer & Legacy Strategies

  • Family Gifting Strategies

  • Charitable & Philanthropic Planning

  • Trust & Beneficiary Designation Coordination

  • Special Needs Planning

  • Coordination with Legal Professionals

“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

Get In Touch

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, 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, 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, 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.

Click here
Website Logo

Connect on Social

  • WHO WE ARE
  • HOW WE HELP
    • Expertise
    • Process
  • RESOURCES
    • Helpful Links
    • Client Documents
    • Financial Calculators
    • Videos
  • GET IN TOUCH
  • CLIENT LOGIN

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices