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Eagle Strategies LLC
Marcel R. Frey, CPA,CFP®,CLU®

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.



Do you have concerns about any of the following?

 


 


 

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.



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.





Marcel R. Frey, CPA,CFP®,,CLU®, is 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 AZ, LA, and TX. No insurance business may be conducted outside these states referenced.



Marcel R. Frey, CPA,CFP®,CLU®, is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC Member FINRA/SIPC, a Licensed Insurance Agency, 1330 Post Oak Blvd, Ste 1900, Houston, TX 77056 (713) 624-6464. In this regard, this communication is strictly intended for individuals residing in the states of AZ, LA, and TX. No offers may be made or accepted from any resident outside
the specific states referenced.


Marcel R. Frey,CPA,CFP®,,CLU®, is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of LA and TX. As such, these services are strictly intended for individuals residing in the specific states referenced. 


You should consult with your professional advisors for tax, legal, or accounting advice.
 
 



 
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