Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC

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Waltham, MA
Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC

Financial Advisor offering investment advisory services through Eagle Strategies LLC My family is rooted in Dedham and I care deeply about the community.

I offer a variety of products that help 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. I have 28 years of experience and the core of my practice is focused on serving the D

edham community. When working with clients, I strive to understand their financial situation and help them to put plans in place to help them meet their financial objectives. What differentiates my practice from others is that I work with clients on a continuous basis to ensure that they reach their goals. My clients receive education about their options, and feel empowered to make informed financial decisions. I have earned my Certified Financial Planner, CFP, designation as well as Certified in Long-Term Care, CLTC. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address- New York Life/NY Life Securities, 201 Jones Road, 5th Floor, Waltham, MA 02451; office (781) 398-1385

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. California License No. 4382828

07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4waJBva

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

06/22/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

05/31/2026

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and the economy, and what we may see in the near future.

The economy can probably withstand the jump in fuel costs, but prices figure to rise faster, straining many budgets.

05/28/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

05/26/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

05/24/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

05/20/2026

Ever considered if your employee benefits could do more? What if your coverage stayed with you for life, and not just while you’re at your job? With employee benefit products from New York Life, you’re in control. If you’re seeking a simple, straightforward application process—with no questions asked—watch this video and get in touch today.

05/16/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

Address

Waltham, MA
02451

Website

http://www.danieltmaher.com/

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