Garrel Financial and Insurance Services

CONNECT

Address:

801 Brickell Ave, Suite 1440
Miami, FL 33131

Phone:

516-354-5678

Fax/Other:

888-895-8375

Strategic Relationships

Joe often works closely with the following advisers to assist on plan design and strategy. Depending on the geography and complexity of the case, Joe may call on Scott or Barry to assist him.

Scott Rassler

Attorney & Financial Adviser

A graduate of Duke Law School, Scott is a former full-time practicing attorney and a past President of the South Florida Chapter of the Society of Financial Services Professionals. With over 30 years experience in the financial services industry, Scott is a leading expert in the analysis, design and implementation of sophisticated, client-focused life insurance policies and programs. Some of his specialties include: family-limited partnerships, private annuities, grantor dynasty trusts and charitable planned giving strategies.

Scott is a Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor & Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency, 1300 Concord Terrace, 5th Floor, Sunrise, FL 33323

Barry Queen

Financial Adviser

An esteemed member of Eagle Strategies LLC, Barry has over 10 years of experience in the financial services and insurance industry. He is a committed member of his community, working with children in various non-profit organizations in NYC. His areas of expertise include: comprehensive financial planning, retirement planning, investment management, estate planning, insurance planning, business planning and charitable giving.

Barry is a Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor & Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency, 420 Lexington Ave, 15th Floor, New York, NY 10170.
 

*Scott and Barry are not affiliated with Garrel Financial and Insurance Services.