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 Phil or Scott to assist him.

Phil Miani

Financial Adviser

A full-time resident of Key West, FL since 1989, Phil has established a thriving practice there and is highly trusted in his community. With over 50 years of experience, he specializes in sophisticated estate planning for family-owned businesses, retirement and income planning, and charitable giving strategies. Phil holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and is a Life Member for the Million Dollar Round Table (MRDT)1. He is on the Board of Directors for the South Florida Symphony, is proud to be a grandfather and great grandfather, and loves supporting his ‘conch’ community.

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

*Joe of Garrel Financial & Insurance Services, Phil of the Miani Group and Scott of Rassler Financial Strategies are independent of each other and are not owned or operated by New York Life Ins. Co or any affiliates.

Neither Garrel Financial & Insurance Services, The Miani Group, Rassler Financial Strategies nor New York Life Ins. Co. or its affiliates or agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

1The 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.

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
NYSE Composite 14,191.58 -0.41%
AMEX Composite 2,292.12 -0.41%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.