Vinod Mehta, LUTCF, ARPC
Vinod Mehta, LUTCF, ARPC

Financial Adviser*

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.

If you’re concerned about: 

 

  • Wealth preservation/Estate planning
     
  • Business succession strategies
     
  • Retirement planning
     
  • Education funding
     
  • Portfolio management
     
  • Risk Management

    As a Financial Adviser with Eagle Strategies LLC, a Registered
    Investment Adviser, I can provide you with a plan to help you
    achieve your financial goals.

    Please use my Web site as a resource, and do not hesitate to
    contact me for additional information or to schedule a meeting.
    Thank you for your interest.

     

    Vinod Mehta is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC [6565 Americas Parkway NE, Ste. 500, Albuquerque, NM, 87110, Phone: 505-880-2000], Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state(s) of NM. No offers may be made or accepted from any resident outside the specific state(s) referenced.

    *Vinod Mehta is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of NM. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.

    Vinod Mehta is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state(s) of AZ, CO, NM, TX. No insurance business may be conducted outside these state(s) referenced.

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