Jack Stagg, Cfp, Chfc Email & Phone Number

Tulsa, Ok, Us

At Edison Wealth Strategies we take a holistic approach to the planning process and focus on the areas of: - Forward looking tax strategies - Insurance planning - Investment planning - Social security & retirement planning - Estate planning - Cash flow planningAny testimonials on this site are 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.8905 S Yale Ave Suite 100Tulsa, OK 74137Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. Licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Edison Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Edison Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Not licensed in all jurisdictions. CA insurance license: #4153134. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

As a Financial Adviser I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I provide sophisticated wealth management services by designing customized investment solutions that address the unique investment objectives and risk tolerance levels of individuals and businesses to help them meet a number of insurance and financial needs.Any testimonials on this site are 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.

I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans.

Oklahoma City, Oklahoma

As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs based approach to properly assess and determine what their life insurance or long-term care planning needs are.

Norman