Joel Staich
Financial Advisor with Eagle Strategies LLC
- Role
- Agent at New York Life
- Location
- Mansfield, OH, US
- LinkedIn followers
- 500 followers
About Joel Staich
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. I am not licensed in all jurisdictions. CA License (0K93915) I am a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), a Licensed Insurance Agency. I am not licensed in all jurisdictions. 1 Marion Avenue, Suite 301, Mansfield, OH 44••••••••31In addition I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions. I offer a variety of products that can help you 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. 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 successNeither Staich Financial LLC 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.Staich Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Experience
Agent
Apr 2010 — Present
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
The Ohio State University Fisher College of Business
BSBA
1985 — 1989
Mansfield Christian School
High School
Skills
- Customer Service
- Succession Planning
- 401k Rollovers
- Financial Services
- Guaranteed Lifetime Income
- Education Funding
- Annuity Sales
- Ira Rollovers
- Retirement Planning
- Long Term Care Insurance
- Permanent Life Insurance
- Term Life Insurance
- Key Person Insurance
- Iras
- Wealth Preservation Planning
- Insurance
- Estate Planning
- Small Business
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.