Jonathan Serafin

Experience

• 

  Eagle Strategies, LLC

  Oct 2011 - now

  Financial Adviser, LUTCF

  Eagle Strategies LLC is a Registered Investment Adviser and an indirect, wholly subsidiary of New York Life. At Eagle Strategies, we offer investment advisory and financial planning services to help affluent and high net-worth individuals, organizations, and small to mid-sized institutions achieve their financial goals. We believe in providing a unique, integrated approach to wealth management solutions.

• 

  New York Life Insurance Company

  Jun 2013 - now

  I provide individuals, families, and businesses the opportunity and guidance to protect, accumulate, and distribute assets.

  • Agent

    May 2008 - now

  • Partner

    Jun 2013 - Aug 2014
• 

  EldenStreet Financial

  Jul 2018 - now

  Financial Adviser

  EldenStreet Financial has over two decades of experience in financial and business planning for our successful business owners, executive and individual clients who want unique and comprehensive financial solutions. Our mission is to bring clarity to your situation today and through collaboration with you and your most important advisors, develop a custom-designed, flexible plan that provides the foundation for your secure future. Our ultimate goal is to help you gain the confidence you need to make key decisions along the way that will bring you peace of mind. Our focus is to ensure that you are confident that your affairs are in order and ensure that your plan conveys a legacy of your life's passions and personal values. Let us work together to:◊ Create and grow wealth◊ Protect your existing assets, and◊ Establish a lasting legacy.We are committed to developing strong, long-term relationships with each client that deepen over time as we work together with trust and open communication. Our focus is to help you take action to complete your plan and move forward and adapt the plan to changing conditions. Specialties: Risk Management : Education Planning : Retirement Income Planning : Estate Planning : Charitable Giving Planning Show less