Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC

Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC My family is rooted in Dedham and I care deeply about the community.

I offer a variety of products that help 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I have 28 years of experience and the core of my practice is focused on serving the D

edham community. When working with clients, I strive to understand their financial situation and help them to put plans in place to help them meet their financial objectives. What differentiates my practice from others is that I work with clients on a continuous basis to ensure that they reach their goals. My clients receive education about their options, and feel empowered to make informed financial decisions. I have earned my Certified Financial Planner, CFP, designation as well as Certified in Long-Term Care, CLTC. 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. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address- New York Life/NY Life Securities, 201 Jones Road, 5th Floor, Waltham, MA 02451; office (781) 398-1385

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. California License No. 4382828

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Are you attending your first MLB game this year? If so, be sure to fill out your First Game certificate sponsored by through our partnership with League Baseball. Enter for a chance to win a trip to the 2025 World Series! Visit www.mlb.com/myfirstgame

I have been asked by my office to present a webinar this evening titled, “Raising Money-Smart Athletes”The content is ac...
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I have been asked by my office to present a webinar this evening titled, “Raising Money-Smart Athletes”

The content is actually applicable for athletes and non-athletes alike.

If you are available, jump on Zoom at 6:30pm and check it out!

At , we know the importance of milestones. Through our partnership with , we’re celebrating fans’ First Game with a comm...
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At , we know the importance of milestones. Through our partnership with , we’re celebrating fans’ First Game with a commemorative certificate and the chance to win a trip to the 2025 World Series. Visit www.mlb.com/myfirstgame

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Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

Black Business Month is about supporting Black-owned businesses and strengthening relationships to the communities they ...
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Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy w...
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Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy with income solutions that can help you live out your retirement dreams. Let me show you how annuities can support a sound retirement strategy.

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When life’s changes come with financial questions, we can help. Please reach out to schedule an appointment. https://danieltmaher.com/

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’...
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If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4kZjOjx to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

Your financial life isn’t static. Your strategy shouldn’t be either. As risks evolve, so should your approach to managin...
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Your financial life isn’t static. Your strategy shouldn’t be either. As risks evolve, so should your approach to managing them. This article shares practical ways to keep your plan relevant, durable, and aligned with what matters most.
https://bit.ly/4m3zmno

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