Daniel Kuo, Financial Adviser with Eagle Strategies LLC

Daniel Kuo, Financial Adviser with Eagle Strategies LLC I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the state of California.

As such, these services are strictly intended for individuals residing in the state referenced. I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA & MA. No insurance business may be conducted outside this/these state(s) referenced. My CA Insurance License # is #0G26837. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 301 N Lake Ave, Pasadena, CA 91101. Cell # (626)272-9058. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Operating as usual

Daniel Kuo, Financial Adviser with Eagle Strategies LLC's cover photo
12/04/2012

Daniel Kuo, Financial Adviser with Eagle Strategies LLC's cover photo

Daniel Kuo, Financial Adviser with Eagle Strategies LLC's cover photo
12/04/2012

Daniel Kuo, Financial Adviser with Eagle Strategies LLC's cover photo

10/03/2012

Are you having trouble sticking to a budget? If so, you’re not alone. As Americans, we’ve been raised to be consumers, so setting aside money can be a tough thing to do. That’s why I recommend automating the process as much as possible. Figure out how much money you need to cover your expenses, then force yourself to save by having the rest automatically diverted to your 401k, savings account, or any number of other financial instruments. If you like, I can even show you how to purchase whole life insurance using automated premium payments, and use the cash value as an emergency savings fund. Just message me back and I’ll be happy to show you how easy it can be.

Certificates and Awards
08/15/2012

Certificates and Awards

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07/09/2012

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Address

801 N Brand Blvd, Ph
Glendale, CA
91203

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