skip to main content
Main Menu
Ameriwealth Financial Group Logo No Tagline
  • HOME
  • WHO WE ARE
    • About Our Firm
    • Meet Our Team
    • Estate Planning Resource
    • About Eagle Strategies
    • Contact Us
  • WHAT WE DO
    • Investment Management
    • Planning for Individuals
    • Investment & Retirement Planning
    • Planning for Business Owners
    • Planning for Physicians & Dentists
    • Executive Benefits
    • Working with Other Advisors
    • Financial Solutions
  • HOW WE DO IT
    • Our Planning Process
    • Our Legacy Planning
    • Strategic Alliances
    • What Are Your Concerns?
    • Wealth Management
  • EDUCATION CENTER
    • Helpful Links
    • Video Library
    • Market Watch
  • CLIENT LOGIN
  • SEMINARS

Financial Solutions

We, through Karan Murugesu, CHFC®'s affiliation with Eagle Strategies, are first and foremost a fee-based planning firm1. That means that our work is process-driven rather than product-driven. In many areas of planning, no product solution is required. Other times, though, there is a gap that needs to be filled with a financial product.


Karan can and does assist clients with the acquisition of various financial products and services. In doing so, we design solutions that provide good value for our clients. Even more importantly, though, we help assure that product recommendations are appropriate for, and in alignment with, client objectives.

Some of the products with which we can assist individuals and businesses are:


  • Managed Investment Accounts1

  • Mutual Funds*

  • Individual Securities (Stocks, Bonds, ETF's)*

  • Income Annuities

  • Fixed & Variable* Annuities

  • Life Insurance

  • Disability Insurance

  • Long Term Care Insurance

  • Health Insurance

*Securities products are offered by Karan through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency.

Disclosure

Karan Murugesu is an agent 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 CT, DE, FL, IL, MA, MD, MN, NC, NJ, NV, NY, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Karan Murugesu 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, 339 Princeton Hightstown Rd, East Windsor, NJ, 08512, 609-469-0242. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DE, GA, MA, MD, NC, NJ, NV, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Karan Murugesu 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 CA, CT, DE, GA, MA, MD, NC, NJ, NV, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Ameriwealth Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Ameriwealth Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Ameriwealth Financial Group Logo No Tagline
  • HOME
  • WHO WE ARE
    • About Our Firm
    • Meet Our Team
    • Estate Planning Resource
    • About Eagle Strategies
    • Contact Us
  • WHAT WE DO
    • Investment Management
    • Planning for Individuals
    • Investment & Retirement Planning
    • Planning for Business Owners
    • Planning for Physicians & Dentists
    • Executive Benefits
    • Working with Other Advisors
    • Financial Solutions
  • HOW WE DO IT
    • Our Planning Process
    • Our Legacy Planning
    • Strategic Alliances
    • What Are Your Concerns?
    • Wealth Management
  • EDUCATION CENTER
    • Helpful Links
    • Video Library
    • Market Watch
  • CLIENT LOGIN
  • SEMINARS
  • SCHEDULE APPOINTMENT

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices