Naomi
Dagostino
Eagle Strategies LLC
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About this Advisor
Naomi Dagostino is a financial advisor based in Independence, Ohio, working with Eagle Strategies LLC. Naomi has previously held positions at Naomi R. D'Agostino Insurance And Financial Services, New York Life Insurance Company, Nylife Securities Inc, Eagle Strategies LLC, and Insight Financial Associates. Naomi has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Naomi is part of Eagle Strategies LLC, which operates out of Independence, Ohio. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Naomi Dagostino Work History
Eagle Strategies LLC
Insight Financial Associates
New York Life Insurance Company
Nylife Securities Inc
Naomi R. D'Agostino Insurance And Financial Services
Disclosures
Please visit the SEC profile of Naomi Dagostino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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