Stephen Mark Cardinal is a financial advisor affiliated with Eagle Strategies LLC, a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company. Specializing in personalized financial planning, Stephen offers a holistic approach to wealth management tailored to individuals, families, and business owners. As part of Eagle Strategies, he leverages a broad suite of investment advisory services and strategies designed to help clients achieve long-term financial goals—from retirement and education planning to estate conservation and risk management.

With access to New York Life’s extensive financial product offerings and Eagle Strategies’ experienced investment platform, Stephen crafts solutions that align with each client’s unique objectives and risk tolerance. His consultative process prioritizes trust, clarity, and ongoing client relationships. As a fiduciary advisor under Eagle Strategies, he operates with a legal and ethical obligation to act in his clients’ best interests.

Stephen is committed to helping clients navigate complex financial challenges with confidence, and his offerings are backed by the financial strength and stability of New York Life. His practice is rooted in transparency, meticulous planning, and investment discipline.

Website: https://www.newyorklife.com/agent/smcardinal

Key Services:

– Personalized financial planning and wealth management
– Investment advisory services through Eagle Strategies LLC
– Retirement income strategies and planning
– Estate and legacy planning solutions
– Education funding strategies
– Business owner financial planning
– Insurance-based financial strategies
– Risk management and portfolio diversification recommendations