Jeffrey Knight
Jeffrey Knight

Jeffrey R. Knight, CLU®, ChFC®, CFP®

 

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, my job is to crystallize your personal and business objectives and help you take action. Most clients we deal with  have very good advisors. However, for some reason at the end of the day, the month, the year, the job just doesn't get done. We make sure the job gets done.

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.

Jeffrey R. Knight is licensed to sell insurance with New York Life Insurance Company and may be licensed with other unaffiliated insurance carriers; in the State of Florida, Georgia, New York, Texas, New Jersey. No insurance business may be conducted outside of the States referenced. Wealth Retention Group is not owned or operated by New York Life Insurance Company or its affiliates.

Jeffrey R. Knight is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC [1300 Concord Terrace, 5th Floor, Sunrise, FL 33323, 954-772-5200], Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of Florida. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Jeffrey R. Knight is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of Florida. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.

Wealth Retention Group is not owned or operated by Eagle Strategies LLC or its affiliates.  Wealth Retention Group as well as Eagle Strategies LLC and its affiliates do not provide tax, legal or accounting advice.

 


 

Disclosures