Services

Dave-Hannon_Services

I'm here to help make sure you have the short- and long-term financial resources necessary to live the life you dream of—now and in the future. Through comprehensive financial services, we can develop a strategy completely unique to you and your goals.

My Approach

I'm dedicated to ensuring clarity and confidence every step of the way. Here's what you can expect from me:

Step 1: We start by getting to know one another and truly understanding your goals.

Step 2: After a thorough risk analysis, I'll make strategic recommendations through an array of products and services—all designed to help you achieve your goals. We don't move forward unless you feel completely comfortable with the strategies we've outlined.

Step 3: Once we have a thorough strategy in place, I'll work on your behalf to safeguard your best interests now and for years to come. As you reach significant life events, or your goals change, we'll re-evaluate your current strategy and financial portfolios to ensure we're still on track for meeting your goals.

I'm here to build a long-term relationship where you and your loved ones are cared for, now and well into the future.

Disclosure

David Hannon is an agent of and 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 AK, AR (AR Insurance License #17139699), AZ, CA (CA Insurance License #0M14545), CO, FL, HI, ID, MN, MO, NV, OR, TX, and WA. No insurance business may be conducted outside the states referenced.

David Hannon 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, 188 W Northern Lights Blvd Ste 1300, Anchorage, AK, 99503, 907-257-5205. In this regard, this communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, HI, ID, MN, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

David Hannon 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 AK, AR, AZ, CA, CO, HI, ID, MN, NY, OR, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.