Please contact me to help you fully analyze your needs and recommend appropriate solutions. Supervisory office: 201 Jones Rd, 5th Floor, East, Waltham MA 02451.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent wi
th New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
189 North Main St., Suite #204A, Middleton MA 01949. Phone: 978.972.5961
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Caleb Harty is licensed in California, insurance # 0N07884 and Brendan Harty is also licensed in California, insurance # 0M02156. Neither Harty Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Harty Financial is not owned or operated by New York Life Insurance Company or its affiliates.