Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC

Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC My family is rooted in Dedham and I care deeply about the community.

I offer a variety of products that help meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I have 28 years of experience and the core of my practice is focused on serving the D

edham community. When working with clients, I strive to understand their financial situation and help them to put plans in place to help them meet their financial objectives. What differentiates my practice from others is that I work with clients on a continuous basis to ensure that they reach their goals. My clients receive education about their options, and feel empowered to make informed financial decisions. I have earned my Certified Financial Planner, CFP, designation as well as Certified in Long-Term Care, CLTC. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is 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. Registered Branch Address- New York Life/NY Life Securities, 201 Jones Road, 5th Floor, Waltham, MA 02451; office (781) 398-1385

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. California License No. 4382828

If you're like most millennials, overwhelming debt, including student loans, can be a roadblock to your financial freedo...
03/05/2025

If you're like most millennials, overwhelming debt, including student loans, can be a roadblock to your financial freedom. This reach out to me for tips on achieving financial security.

Have you left an old retirement plan at a past job?I specialize in workign with clients in the Retirement Market helping...
03/05/2025

Have you left an old retirement plan at a past job?
I specialize in workign with clients in the Retirement Market helping them with old retirement plans. Here's how to track down old plans...

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consum...
03/02/2025

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consumer Protection Week, connect with me to learn some of the best ways to spot, avoid, and report scams that can affect your financial well-being.

We know that 39% of women switch financial advisors citing poor customer service as a key factor. But you'll never get t...
03/01/2025

We know that 39% of women switch financial advisors citing poor customer service as a key factor. But you'll never get that with us. Unlike most other companies, New York Life provides their agents with training to better understand and help serve women who invest. That's how I know I can help. This , reach out and let's discuss how I can help you lead the charge of your financial future.

Inspire women by partnering in their financial growth. New York Life Investments can help you strengthen existing relationships and acquire new clients.

Ramadan Mubarak! Wishing you and your loved ones a blessed Ramadan filled with peace, prosperity, and happiness.
02/28/2025

Ramadan Mubarak! Wishing you and your loved ones a blessed Ramadan filled with peace, prosperity, and happiness.

02/26/2025

Rising inflation still has many Americans on alert. Our Wealth Watch Survey finds that 73% of adults plan to adjust their financial habits in 2025—37% are reducing discretionary spending, and 28% are modifying their budgets or strategies. Learn more about how you can stay on track in challenging times.

New York Life’s 2025 New Year Outlook Wealth Watch survey finds that financial confidence persists for American consumers, despite ongoing financial pressures.

Stay ahead of the curve: The Global Market Strategy team at New York Life Investments breaks down how maritime risks and...
02/24/2025

Stay ahead of the curve: The Global Market Strategy team at New York Life Investments breaks down how maritime risks and climate-driven housing corrections could disrupt investor consensus this year: https://bit.ly/4gXZ1ei

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer ...
02/21/2025

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://bit.ly/3X7X7Ri

Stay ahead of the curve: The Global Market Strategy team at New York Life Investments breaks down how maritime risks and...
02/19/2025

Stay ahead of the curve: The Global Market Strategy team at New York Life Investments breaks down how maritime risks and climate-driven housing corrections could disrupt investor consensus this year:
https://bit.ly/4be4nRq

On Presidents' Day we celebrate the leaders of the past who inspire us to do what it takes to protect the ones we hold d...
02/17/2025

On Presidents' Day we celebrate the leaders of the past who inspire us to do what it takes to protect the ones we hold dear.

Wishing you and your loved ones a Happy Valentine's Day!
02/14/2025

Wishing you and your loved ones a Happy Valentine's Day!

This serves as a great reminder to insure what matters most—with life insurance.
02/12/2025

This serves as a great reminder to insure what matters most—with life insurance.

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can h...
02/09/2025

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can help guide you to make the right financial decisions. Reach out and let's discuss your next play.

We all want to help create the best future for the children in our lives. Let's talk about how to reach your college sav...
02/07/2025

We all want to help create the best future for the children in our lives. Let's talk about how to reach your college savings goals. Together, we can lay a strong foundation for the future.

This , we continue to come together with love, hope, and support for all those affected, and celebrate the progress tha...
02/04/2025

This , we continue to come together with love, hope, and support for all those affected, and celebrate the progress that has allowed more people to seek and receive the care they deserve.

Not sure what type of life insurance is right for you? Save time, and reach out. As a New York Life financial profession...
02/02/2025

Not sure what type of life insurance is right for you? Save time, and reach out. As a New York Life financial professional, my focus is in helping guide clients like you to make the right financial choices based on your individual circumstances. Learn more about how I can help you and your loved ones build financial security and peace of mind.

Celebrating the rich tapestry of Black history this month and every month. Let's honor the achievements, resilience, and...
02/01/2025

Celebrating the rich tapestry of Black history this month and every month. Let's honor the achievements, resilience, and contributions that have shaped our country and our communities.

01/29/2025

新年快樂. May the year of the snake bring you opportunities for personal growth, new wisdom, and good fortune.

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新年快樂. May the year of the snake bring you opportunities for personal growth, new wisdom, and good fortune. #LunarNewYear

Recession is no longer looming, but is the economy about to re-accelerate? New York Life's Global Market Strategy team discusses their updated economic outlook for the coming 6-12 months, and the key market risk they see facing investors. For the team’s best ideas amid the Fed’s easing cycle, visit: https://bit.ly/3UwSOO3

Learn more about Individual Disability Insurance from New York Life.

The economic conditions around the Fed cutting rates have finally changed. So, what does that mean for rates and the market?

With Fed policy now running counter to the ECB, the desynchronization of the global economic cycle is clearly visible. What can policy timing tell investors about global allocation choices? The Global Market Strategy team at New York Life Investments shares their views. For the team’s investment views, visit: https://bit.ly/3WyyAU6

Slowing spending indicators are suggesting consumers may be tightening their budgets. The Global Market Strategy team at New York Life Investment takes a deeper look at what cooler consumer spending means for the economy and the Fed.

It may only be summer, but election risk is on the rise. The Global Market Strategy team at New York Life Investments lays out a framework for thinking about election risk in the second half.

The U.S. dollar has marched steadily higher this year, but a strong dollar is not a clear-cut positive, even for U.S.-based investors. The Global Market Strategy team of New York Life Investments explores what dollar strength means for global trade and financing. For the team’s investment views, visit: https://bit.ly/3RbqKOr

Happy Asian American and Pacific Islander Heritage Month! Together let's celebrate the rich cultures, traditions, and contributions of our AAPI communities. #AAPIHeritageMonth

Life insurance is your all-star player, it can provide protection to help defend your beneficiary's standard of living while offering living benefits to help you go on the offensive in financial planning. Watch this video to learn more. https://nyl.co/3UpehJa

The time is now to act on your love Kids grow up so very fast. As a parent, securing their future is crucial. That includes saving for their education. The time is now to act. As a New York Life agent, I’m here to help you do just that. Working as your guide, I can help you create flexible strategies for their education. Please reach out and let's work together to ensure their dreams become reality.

Let our RISE The Empowerment Plan®️ program be the catalyst for your family's financial success. So far, New York Life and our nationwide network of agents have built more than $100B in generational wealth through life insurance benefits for Black families and business owners. Sound like something you’d be interested in? Contact me to learn more.

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