He was a special instructor at Hofstra University in Estate and Pension Planning for attorneys, CPAs and Financial Professionals for 5 years.
Jules is a Financial Adviser with Eagle Strategies LLC and as such he can provide financial planning and investment advisory services – ranging from separately managed portfolios to wrap accounts.
Jules is a member of the American College, and Life Member of the Million Dollar Round Table*. He has made it his passion to help people develop and implement plans to meet their financial goals. With all of his experience he understands the financial challenges of individuals, businesses and changing times.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
