Bill Hagerty

Financial and Insurance Adviser at Eagle Strategies LLC

CLU® ChFC® at William Hagerty in Roseville, CA

About

Bill Hagerty is a Registered Investment Adviser Representative with Eagle Strategies LLC., a Registered Investment Adviser. He has been a qualifying member of the Million Dollar Round Table (MDRT*) since 1998 and is also a New York Life agent licensed with LEAP Systems, which identifies certain financial needs and recommends various insurance products and alternatives. It is different from financial planning, which is a fee-based service offered by licensed financial planners. Bill has been a keynote speaker for Money Management Educators, a 501c Educational Corporation dedicated to bringing current and practical financial concepts to the people of corporate America. Helping individuals, families and business owners realize their full financial potential has been the cornerstone of his practice. Bill has resided in Northern California for over 25 years, and currently lives in Roseville with his wife Carrie and their 7 children.

Contact
(916) 794-4464
Address
601 Dawnridge Rd in Roseville, CA 95678
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Bobbie

Answered by Bill Hagerty
CLU® ChFC® in Roseville, CA
It's a great idea to get the facts before you have a need which could affect retirement. I am in Roseville, Ca. Feel free to contact my office if you would like to r...
Insurance Long-term Care Insurance
3

Specialties

  • Annuities
  • Life
  • Long-term care
  • Small Business

Servicing

Credentials

Licenses

Series 7
License # OB47419
Series 6
Series 63

Associations

Children's Miracle Network -Business Board

Certifications

C.L.U.
ChFC

Accomplishments

Awards

Presidents Council
Million Dollar Round Table - Life Member

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Financial Adviser
Licensed Agent