Paul E. Moyer, CFP®, CLU®, , ChFC®, , AEP, MBA
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
As an Investment Adviser Representative under Eagle Strategies LLC, a Registered Investment Adviser, my focus is advice, turning everyday information into well-designed, custom-tailored strategies that "fit" you. With the vast amount of information and products available in today's financial supermarkets, you can pay a big price to "try on" the wrong solution. I set my sights on helping you find the right solutions. Ultimately, my goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Paul E. Moyer is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Florida, Georgia, Indiana, Kentucky, New York, Michigan, Ohio, Virginia and West Virginia. No insurance business may be conducted outside these states referenced.
Paul E. Moyer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of California, Florida, Georgia, Indiana, Kentucky, New York, Michigan, Ohio, Virginia and West Virginia. No offers may be made or accepted from any resident outside the specific states referenced.
Moyer Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
Paul E. Moyer is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of California, Florida, Georgia, Indiana, Kentucky, New York, Michigan, Ohio, South Carolina, Virginia and West Virginia. As such, these services are strictly intended for individuals residing in California, Florida, Georgia, Indiana, Kentucky, New York, Michigan, Ohio, Virginia and West Virginia.
Paul E. Moyer is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
Neither Moyer Financial Services, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.
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