Patrick F. McKallagat, CFP®CLU®Financial Adviser

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of MA, NH, and NY. As such, these services are strictly intended for individuals residing in the states referenced.

I am an agent 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 MA, NH, NY, PA, VA,  and IL. No insurance business may be conducted outside these states referenced. 

Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member  FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of MA, NH, and NY. 

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. 

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

Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Whether you're starting a family, enjoying retirement, or wherever you find yourself, I offer protection and solutions that can help you reach your financial goals.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.



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