Angulo Strategies

OUR MISSION
To help educate, empower, and implement effective financial strategies, so that professionals and business owners can live comfortably with their families.

OUR FOCUS
Since 2001, we have been helping our clients identify and understand their financial goals and then providing them with the right strategies and resources so they can achieve them. We are passionate about getting to know our clients and what’s important to them, and then creating highly customized financial solutions that are in alignment with their values, objectives and risk tolerance.

OUR EXPERTISE
Our areas of expertise include retirement planning, estate planning, succession planning, investment management, financial planning, asset protection, risk management, 401(k) and IRA rollovers, disability and long term care insurance.

OUR CLIENTS
Most of our clients are family-oriented people who have achieved financial success and are looking for someone to partner with them to oversee their financial goals and strategies. We often collaborate with their other trusted professionals, such as attorneys and CPAs, in order to better serve their needs.

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 CT, FL, GA, NJ & NY. 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 CT, FL, NJ & NY. 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 NY, CT, FL & NJ. 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.