Jeanmarie Deliso
Jeanmarie Deliso is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Agawam, MA, with 30 years of industry experience. Jeanmarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
540 Meadow Street, Ste 108, Agawam, MA, 01001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeanmarie owns rental properties in Florida and is an owner of Deliso Financial and Insurance Services, brokering non-registered insurance products. She is also involved in various organizations, including Baystate Health Foundation, Pioneer Valley Refrigerated Warehouse, and Community Music School of Springfield.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 states
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