Eric Schwartz's Contact Details

Eric Schwartz's Company Details

Angulo Strategies

New York, NY, US • 5 - 9 Employees
Financial Services

At Angulo Strategies, we help our clients create financial order by giving clarity, options, and guidance through integrating your financial plans, insurance and investment products so the optimal financial decisions can be made.We are affiliated with highly respected and successful professionals so we may continue to deliver trustworthy advice, transparency and experience.At Angulo Strategies, our specialties include financial and estate planning, which give a fresh perspective on choosing the financial products and services that are right for you and your family. Whether you are a business owner, professional, or head of your family, we work alongside you to formulate a goal-driven plan.With the aid of our financial data-gathering platform, and regularly collaborating with your other trusted advisors, such as attorneys and CPAs, we can provide holistic advice and custom solutions that address your complete financial needs. We hope to simplify your life by bringing the resources, information and guidance you need to help accomplish your financial objectives.Barjes R. Angulo is an agent licensed to sell insurance through New York Life Insurance Company and is appointed with various other independent unaffiliated insurance companies in the states of AZ, CT, FL, GA, NJ, NY, PA & TX. No insurance business may be conducted outside the states referenced. Barjes R. Angulo is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 420 Lexington Avenue 15th Flr. New York, NY 10170, 646-227-8729. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, FL, GA, NJ, NY, PA & TX. No offers may be made or accepted from any resident outside the specific states referenced. Barjes R. Angulo is separately licensed as an investment advisor representative with Eagle Strategies LLC, A Registered Investment Advisor, offering financial planning and investment advisory services in the states of AZ, CT, FL, GA, NJ, NY, PA & TX. As such, these services are strictly intended for individuals residing in these states referenced. Neither New York Life Insurance Company nor its agents or Angulo Strategies or employees provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Angulo Strategies is not owned or operated by NYLIFE Securities LLC, or its affiliates.