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Personal Solutions


Stoll & Weller Insurance Services & Financial Group provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through many stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Wealth Management1 and Retirement Planning

Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management  plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Investment Management1

Managing your wealth requires a clear understanding of your overall investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

401(k) and IRA Rollovers2

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options. Neither New York Life Insurance Company nor its agents offer tax advice.

Asset Protection

There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Financial Planning1

Through our Eagle Strategies LLC, we provide personalized financial planning to our clients that is specific to several variables including their income, risk tolerance, values, and family. We work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Disability and Extended Care Needs

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.


Disclosure

Daniel Stoll 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 CA (CA Insurance License #0F74821), CT, FL, ID, KY, MA, MI, MT, NC, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Daniel Stoll is licensed and authorized to offer insurance in California, but Stoll and Weller Insurance Services and Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Daniel Stoll is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6700 Lincoln Ave, Lockport, NY, 14094, 716-439-8969. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, ID, MA, MD, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Stoll is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, ID, MA, MD, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Stoll and Weller Insurance Services and Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Stoll and Weller Insurance Services and Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Stoll and Weller Insurance Services and Financial Group, LLC

Daniel Stoll

Financial Adviser
  • WHO WE ARE
    • Our Team
    • Community Involvement
  • WHAT WE DO
    • Personal Solutions
    • Business Solutions
    • Our Products
  • HOW WE DO IT
    • Individual Financial Planning
    • Strategic Alliances
    • Working with Other Advisors
  • CLIENT RESOURCES
    • Videos
    • Newsletters
    • Helpful Links
  • CLIENT LOGIN
    • New York Life Virtual Service Center
    • Eagle/NYLIFE Securities
    • New York Life Investments
    • Your Personal Financial Website
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