Five Star award winners Eagle Strategies, LLC

PROFESSIONAL PROFILE

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Eagle Strategies, LLC

Ron Cooper & Kevin Fauteux

Financial Advisors

150A Andover St Ste 7B

Danvers, MA 01923

Office: Ron: 978-587-3675 Kevin: 978-717-5662

rgcooper@eaglestrategies.com kfauteux@eaglestrategies.com
www.cooperfauteux.com

Professional Approach

At Eagle Strategies, we understand that financial decisions can be complicated. We make it easier by helping you manage your wealth through our sophisticated financial planning and investment advisory services.

The foundation of any successful investment strategy is the trust you have in your financial adviser. We want to help you achieve your goals. As Eagle Strategies advisers, we have access to unique tools, training, and resources to help provide guidance tailored to your circumstances and financial objectives. We work closely with you to identify your needs, analyze your current financial situation, provide appropriate strategies, and monitor them with ongoing reviews. And we do all of this by adhering to the highest standards of rigor, integrity, and professionalism.

Ron Cooper, CFP, CLU

Financial Advisor

Phone: 978-587-3675

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Ronald G. Cooper Jr., CERTIFIED FINANCIAL PLANNER™ Chartered Life Underwriter, began working with New York Life Insurance Company in 2001. He joined Eagle Strategies LLC, A Registered Investment Adviser, in 2005. Ron focuses on working with entrepreneurs, professionals, and retirees to crystallize their personal goals and objectives; and helps to execute a plan to achieve these goals. Ron has also been recognized as a Five Star Wealth Manager award winner in the 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022 February editions of Boston Magazine. Ron is also a member of NAIFA.

Ron resides in Marblehead, MA with his two children. Ron enjoys spending time with his family and training for various athletic events.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Business Phone: (978) 587-3675
Business Location: 150A Andover St., Suite 7B, Danvers, MA 01923

Neither New York Life Insurance Company, nor its agents or affiliates, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

I am not licensed in all jurisdictions.

Kevin A. Fauteux

Financial Advisor

Phone: 978-717-5662

Kevin A. Fauteux, Wealth Advisor, began working for New York Life in 2002. Kevin joined Eagle Strategies LLC, A Registered Investment Adviser, in 2006. He graduated with honors from Trinity College with a degree in History in 2001.

Kevin specializes in working with business owners, professionals, and the high net worth markets- providing goals-based holistic financial planning and wealth management services.

Kevin has also been recognized as one of the Top Financial Planners in 2012, 2013, 2014, 2015, 2016, 2018, 2019, 2020, 2021, 2022, and 2023 Five Star Wealth Manager February editions of Boston Magazine and in the 2020-2022 editions of Forbes and the Wall Street Journal.

Kevin resides in Arlington Heights, MA with his wife, Jessica, his daughter, Lila Ann, and he and Jessica's four boys- Liam, Jack, Henry, and Cameron. He enjoys spending time with family, and is a die-hard Red Sox fan as well as being an avid golfer.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Business Phone: (978) 717-5662
Business Location: 150A Andover St., Suite 7B, Danvers, MA 01923

Neither New York Life Insurance Company, nor its agents or affiliates, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

I am not licensed in all jurisdictions.

See Accomplishments

This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,421 Boston-area wealth managers were considered for the award; 580 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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Ronald G. Cooper, Kevin A. Fauteux are Financial Advisers for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Registered Representatives for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither Eagle Strategies LLC or NYLIFE Securities LLC are affiliated with Five Star Professionals. Please see disclosure below for complete description on research methodology employed by Five Star.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.