Shaun Egan Email & Phone Number

All of us have different things that we value.Whether it is your family, home, health, work or retirement plans, these things mean everything to us.But are you doing all that you can to protect them?My name is Shaun Egan. I am a financial advisor at Dayton and Sydney Wealth Strategies Group (an elite producer group of Equitable Advisors) and I help my clients with what really matters. By exploring your life priorities and associated concerns I will connect you with the right solutions to assist you with life's most important decisions.With an understanding that most people don’t plan effectively, I focus my business around helping individuals learn about the financial industry. Everyone deserves to know what opportunities are out there and how they can utilize those opportunities to get the best protection possible and reach their financial goals. So what is important to you? Talk with me today to let me help secure the things you value most.(631)385-5314shaun.egan@daytonandsydney.com

Listed skills include Financial Services, 401K Rollovers Strategies, Asset Allocation Strategies, Business Succession Planning, and 11 others.

• 

  Financial Consultant

  Dayton And Sydney Wealth Strategies Group, Llc | Equitable Advisors, Llc

  Jan 2009 - Present - Woodbury, Ny

  • Using our software and technology tools, I implement a financial plan and help individuals understand the potential impacts of life’s uncertainties• I continuously monitor the success of each plan and adapt it as my client’s lives change• I specialize in retirement planning and help my clients obtain the comfortable retirement lifestyle that they want• I explore various planning strategies with my clients to make sure their loved ones are well taken care of and that their wishes… Show more • Using our software and technology tools, I implement a financial plan and help individuals understand the potential impacts of life’s uncertainties• I continuously monitor the success of each plan and adapt it as my client’s lives change• I specialize in retirement planning and help my clients obtain the comfortable retirement lifestyle that they want• I explore various planning strategies with my clients to make sure their loved ones are well taken care of and that their wishes get carried out as they wanted them to• I work with individuals and business owners to discover solutions for preserving, growing and managing wealth.AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)Dayton and Sydney Wealth Strategies Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d Show less

• 

  Stony Brook University

  Economics