Joe Milford, CFA - Financial Adviser with Eagle Strategies LLC

"Learn from yesterday. Live for today. Plan for tomorrow."

Leveraging a unique blend of U.S. Air Force leadership, Fortune 100 company experience, and Chicago Booth MBA education, I seek to preserve, protect, and enhance both your human and financial capital. A seasoned financial caretaker and life stage consultant, I am passionate about creating, communicating, and implementing financial solutions that serve your goals and fit your life.

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. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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 with 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.

I'm authorized to offer life insurance and lifetime income annuity* products from New York Life to AARP members.

Our office location:
6000 Lombardo Center, Suite 300
Seven Hills, OH 44131
(216) 520-5211

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.

*Issued by New York Life Insurance and Annuity Corporation