Your Financial Advisor JULIANNE HERTEL

Address

DREAM BIG WEALTH STRATEGIES LLC 12 EAST WORCESTER STREET, WORCESTER, MASSACHUSETTS 01604

Phone

Office: 508-365-2724

Email jhertel@ft.newyorklife.com

My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

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Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

17 years licensed insurance professional

Certification and Education:

CHFC,
CLTC,
CLU,
LACP

Protect your family – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

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Creating plans that help you succeed.

I work closely with you to choose from a range of insurance products and customize them to protect what you value most.

Protection solutions

Using life, long-term care, and disability insurance, we can create a plan to protect your family, assets, or business from many of life's unexpected events.

See life insurance

Retirement planning

Using annuities and investments, I can help you pursue greater returns and enjoy a more secure, fulfilling retirement.

See retirement income

Investment planning

After reviewing your needs, risk tolerance, and timeframe, I can help you build a customized investment portfolio that meets your short and long-term goals.

See investment planning

Estate planning

Whether you want to leave money to your children or a favorite charity, we can help you with planning to ensure your assets are transferred in a tax-efficient manner.

See estate planning

Customized Financial Guidance

Eagle Strategies LLC

Wealth management built around your needs.

As a financial advisor with Eagle Strategies, I'm committed to building successful, long-term relationships with my clients. That commitment combined with my qualifications, experience, and access to the tools and resources of Eagle Strategies, positions me to help clients like you meet their financial goals.

Learn about Eagle Strategies LLC

We believe Love Takes Action™

Through services ranging from life insurance to financial strategy, weʼve helped millions turn their love for their families into policies that help protect them. We personally serve each client by providing guidance and support through lifeʼs biggest moments.

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Life is a journey. We're here to help you along the way.

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Planning for retirement.

How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a strategy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.

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Getting married.

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

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Growing your family.

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.