Shaun Egan

Shaun Egan Email and Phone Number

Financial Strategist at Dayton and Sydney Wealth Strategies Group, LLC | Equitable Advisors @ Dayton and Sydney Wealth Strategies Group, LLC | Equitable Advisors, LLC
woodbury, new york, united states
Shaun Egan's Location
Woodbury, New York, United States, United States
Shaun Egan's Contact Details

Shaun Egan work email

Shaun Egan personal email

n/a
About Shaun Egan

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

Shaun Egan's Current Company Details
Dayton and Sydney Wealth Strategies Group, LLC | Equitable Advisors, LLC

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

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Financial Strategist at Dayton and Sydney Wealth Strategies Group, LLC | Equitable Advisors
woodbury, new york, united states
Employees:
19
Shaun Egan Work Experience Details
  • Dayton And Sydney Wealth Strategies Group, Llc | Equitable Advisors, Llc
    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

Shaun Egan Skills

Financial Services 401k Rollovers Strategies Asset Allocation Strategies Business Succession Planning College Planning Strategies Estate Planning Strategies Financial Advisory Services Income Protection Strategies Insurance Planning Long Term Care Planning Strategies Pension Distribution Planning Retirement Planning Tax Efficient Investing Strategies Wealth Management Strategies Investment Services

Shaun Egan Education Details

Frequently Asked Questions about Shaun Egan

What company does Shaun Egan work for?

Shaun Egan works for Dayton And Sydney Wealth Strategies Group, Llc | Equitable Advisors, Llc

What is Shaun Egan's role at the current company?

Shaun Egan's current role is Financial Strategist at Dayton and Sydney Wealth Strategies Group, LLC | Equitable Advisors.

What is Shaun Egan's email address?

Shaun Egan's email address is sh****@****ney.com

What schools did Shaun Egan attend?

Shaun Egan attended Stony Brook University.

What are some of Shaun Egan's interests?

Shaun Egan has interest in Children, Volunteering, Economic Empowerment, Education, Reading, Disaster And Humanitarian Relief, Animal Welfare, Arts And Culture, Fishing, Health.

What skills is Shaun Egan known for?

Shaun Egan has skills like Financial Services, 401k Rollovers Strategies, Asset Allocation Strategies, Business Succession Planning, College Planning Strategies, Estate Planning Strategies, Financial Advisory Services, Income Protection Strategies, Insurance Planning, Long Term Care Planning Strategies, Pension Distribution Planning, Retirement Planning.

Who are Shaun Egan's colleagues?

Shaun Egan's colleagues are Samuel Chi, Carl Della Sala, Michael Castiglia, Brian Murphy, Cpa, Cfp®, Kevin T. Dayton, Wayne Pfeiffer.

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