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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.


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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


1Council is an annual company recognition program based on agent production from July 1-June 30.

2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

*Executive Council - 1999, 2001, 2002, 2004, 2007
Executive Council Premier - 2008
Presidents Council - 2000, 2005, 2006, 2009 - 2013, 2017, 2020
Premier Executive Council - 2003
Chairman’s Council - 2014 - 2016, 2018, 2019, 2021

Disclosure

Daniel Stoll 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 states of CA (CA Insurance License #0F74821), CT, FL, ID, KY, MA, MI, MT, NC, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Daniel Stoll is licensed and authorized to offer insurance in California, but Stoll and Weller Insurance Services and Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Daniel Stoll is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6700 Lincoln Ave, Lockport, NY, 14094, 716-439-8969. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, ID, MA, MD, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Stoll is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, ID, MA, MD, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Stoll and Weller Insurance Services and Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Stoll and Weller Insurance Services and Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Stoll and Weller Insurance Services and Financial Group, LLC

Daniel Stoll

Financial Adviser
  • WHO WE ARE
    • Our Team
    • Community Involvement
  • WHAT WE DO
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  • HOW WE DO IT
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    • Working with Other Advisors
  • CLIENT RESOURCES
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