Marlon J. Altoé, Registered Representative with New York Life Investments

Back in October of 2020, I affiliated with a new firm but didn't get around to announcing to you here or changing the branding of my page. It is time I change that! I am pleased to share that I have affiliated with Eagle Strategies, LLC, a Registered Investment Adviser. This will allow me to expanded my practice and offer fee-based financial planning in addition to investment advisory services, access to investment management programs, and estate planning. My affiliation wit...h Eagle provides me with additional tools that allow me to offer my clients increasingly refined and tailored financial solutions that address your retirement, investment, and estate planning needs. Eagle Strategies has over 90 experienced professionals dedicated to supporting Financial Advisors like myself and to helping meet our clients' financial goals. We believe strongly in building successful, long-term relationships undergirded by expertise and specialization. Therefore, when you enter into a relationship with me, you get not only my guidance and expertise but also the capabilities of my team: a stellar group of professionals who will provide well-considered financial guidance and solutions that meet your ever-changing and evolving needs. If there are any specific issues you’d like to discuss, please reach out to us! It has been my pleasure to be of service to you, and we look forward to providing you with even better service. Warmest wishes, Marlon, Financial Advisor

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