Business Details
Trusted Financial and Insurance Services in Lockport, NY
Stoll & Weller Insurance Services has built a reputation for delivering comprehensive financial solutions tailored to the unique needs of individuals, families, and businesses. With decades of combined experience in the financial services industry, our team of professionals specializes in retirement planning, wealth management, and insurance strategies designed to protect and grow client assets. Our approach emphasizes personalized service, leveraging strategic alliances with industry leaders like New York Life and Eagle Strategies to provide access to cutting-edge products and investment programs.We prioritize long-term relationships, offering continuous monitoring and adjustment of financial plans to adapt to evolving client needs. Recognized for excellence through accolades such as Million Dollar Round Table membership, we are committed to transparency, ethical practices, and client-centric service that exceeds expectations.
Services
Wealth Management
Retirement Planning
Investment Management
Financial Planning
Asset Protection
Charitable Planning
Executive Benefits
Succession Planning
Key Person Insurance
Qualified Retirement Plans
Highlights and features
- We have over 25 years of experience in financial services.
- Our strategic alliances provide access to top-tier financial products.
- We offer continuous monitoring and adjustment of financial plans.
- Our team includes Million Dollar Round Table qualifiers.
- We provide personalized financial planning tailored to individual goals.
Associations and certifications
- Million Dollar Round Table (MDRT)
- FINRA
- SIPC
Services
Wealth Management
Wealth Management through Eagle Strategies LLC offers tailored investment programs, including managed portfolios and mutual funds. Our disciplined approach considers risk tolerance and long-term goals, ensuring strategies align with your financial objectives. Continuous monitoring and adjustments help maintain alignment with evolving needs.
Retirement Planning
Retirement Planning services focus on creating sustainable income streams and managing 401(k)/IRA rollovers. We analyze tax implications, investment options, and withdrawal strategies to optimize retirement savings. Personalized plans address risk management and ensure financial stability during retirement.
Key Person Insurance
Key Person Insurance safeguards businesses against financial losses from losing a critical employee. This service provides funds to maintain operations, recruit replacements, and secure credit. Tailored policies ensure continuity and stability for stakeholders during transitions.
Charitable Planning
Charitable Planning helps clients align philanthropy with tax-efficient strategies. We design giving plans that reduce tax burdens while supporting chosen causes. Services include structuring donations and integrating charitable goals into broader estate plans.
Investment Management
Investment Management leverages Eagle Strategies' advisory expertise to build diversified portfolios. We focus on risk-adjusted returns, utilizing stocks, bonds, and third-party programs. Regular reviews ensure investments remain aligned with your goals and market conditions.
People
Daniel Stoll
Financial Adviser
Daniel Stoll, co-founder with over 25 years in financial services, specializes in retirement and estate planning. A Million Dollar Round Table qualifier, he prioritizes personalized strategies and strategic alliances to deliver comprehensive solutions.
Nicholas Ruggirello
Financial Adviser
Nicholas Ruggirello offers 10+ years of expertise in custom insurance and wealth transfer solutions. Licensed in life insurance and investments, he focuses on long-term client partnerships, adapting strategies to evolving financial goals.
Questions
What services do you offer for individuals?
We provide wealth management, retirement planning, and personalized financial strategies to help individuals grow and protect their assets.
Do you work with businesses?
Yes, we offer executive benefits, succession planning, and key person insurance to address business owners' financial needs.
What financial products are available?
We offer life insurance, annuities, investment management, and retirement plans tailored to your goals.
How do you support long-term financial goals?
We monitor and adjust plans regularly, ensuring strategies evolve with your changing needs and market conditions.
Are you affiliated with reputable institutions?
Yes, we partner with New York Life, Eagle Strategies, and are recognized by the Million Dollar Round Table.
