Jeffrey Poole, CFP, MBA, is a financial adviser with Eagle Strategies LLC, a registered investment adviser affiliated with New York Life Insurance Company, located in Houston, TX. He specializes in providing personalized financial advice and customized plans to address concerns related to estate planning, retirement planning, investment planning, and risk management.
With a commitment to helping clients achieve their financial objectives, Poole offers a range of resources, including calculators, articles, and videos designed to empower individuals in managing their finances. His expertise extends to guiding clients through significant life changes, such as marriage and divorce, ensuring they are prepared for their financial futures.
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