Our Team
Daniel Stoll
Financial Adviser
Daniel is a senior partner and co-founder of Stoll and Weller Insurance Services and Financial Group, LLC and has been servicing clients in the financial services industry since 1998. The primary focus of Dan’s business is working with professionals, closely held businesses and corporations in the areas of retirement, estate planning and business succession planning.
Dan is also an Investment Advisor Representative of Eagle Strategies, LLC, a registered investment adviser; a member of the Association for Advanced Life Underwriting and National Association of Insurance and Financial Advisors. Dan is a consistent council qualifier* for New York Life1 and is a life and qualifying member for the Million Dollar Round Table2.
During his spare time, Dan enjoys playing music, golfing and spending time with his family. Daniel resides in Lockport with his wife Jennifer.
Nicholas Ruggirello
Financial Adviser
As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life, I specialize in creating custom insurance and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you. Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.
My Credentials:
10+ years licensed insurance professional
Licensed to assist with:
Life Insurance, Investments, Long Term Care, Annuities, Wealth Management
|