When it comes to planning your future, working with a financial investment professional can provide the insight and guidance needed to pursue your goals. American Eagle Financial Services gives you access to various financial products and services through our affiliation with LPL Financial.
The decision to invest is simple, but deciding how and where to invest can be a challenge. We'll help you understand your choices, including IRA savings accounts, term certificates, mutual funds and annuities, and take these important steps.
Diane Brett, MBA, LPL Investment Advisor Representative, has 35 years of experience in the financial services industry. She is a registered Investment Representative and has FINRA Series 7, 24, and 65 registrations held with LPL Financial. She also holds a Connecticut Life Insurance and Variable Contracts License.
Diane's experience includes all aspects of financial planning and investment management, including retirement planning, tax-reduction strategies and education funding. Diane works with you to understand your objectives for growth and income as well as your needs for security. She graduated with a Bachelor of Science degree in Finance and received her Masters of Business Administration (MBA) from the University of Connecticut.
Diane is based at American Eagle Financial Credit Union, 417 Main Street, East Hartford. She serves clients at the following branches: East Hartford, Engineering, L-Mezzanine, Manchester, Research, South Windsor, and Vernon. To schedule a complimentary financial consultation, contact Diane at 860.568.2020, ext. 5381, toll-free at 800.842.0145, ext. 5381, or email@example.com.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered on the final list of Five Star Wealth Managers.
View Diane's FINRA Broker Check Profile.
Dan Lewis, LPL, Investment Advisor Representative, has over ten years of experience in the financial services industry. He is a registered Investment Representative and has Series 7 and 66 registrations held through LPL Financial. He graduated from Western New England University with a Bachelor of Business Administration in Finance.
Dan’s experience includes all aspects of financial planning and investment management, including retirement planning, tax-reduction strategies, and education funding. He works with you to understand your objectives for growth and income as well as your needs for security.
Dan is based at American Eagle Financial Credit Union, 201 Elm Street in Enfield. He serves clients at the following branches: Bloomfield, Cromwell, Enfield, Farmington, Glastonbury, Middletown, Newington, Plainville, Southington, and West Hartford. To schedule a complimentary financial consultation, contact Dan at 860.568.2020, ext. 5845, toll-free at 800.842.0145, ext. 5845, or firstname.lastname@example.org.
View Dan's FINRA Broker Check Profile.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. American Eagle Financial Credit Union and American Eagle Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Connecticut.
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