R. Shane Perkins

 

 

R. Shane Perkins, Financial Adviser*

Specializing in Investment Advisory and Financial Services for Individuals and Businesses, with a Focus on Helping Honeywell Employees and Retirees Reach their Financial Goals.

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.

 

 If you’re concerned about:
 

  • Wealth preservation/Estate planning
  • Business succession strategies
  • Retirement planning 
  • Education funding
  • Portfolio management
  • Risk Management
  • Special Needs Planning
  • Charitable Giving


As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

Please use my Web site as a resource. For additional information or to schedule a meeting, do not hesitate to contact me by email or by completing the Contact Form found under the Contact Us Tab above. Thank you for your interest.
 

 

*Rodney Shane Perkins is separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of  VA & NC. As such, these services are strictly intended for individuals residing in the specific states referenced.

Rodney Shane Perkins is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of VA & NC. No offers may be made or accepted from any resident outside the specific states referenced.

Rodney Shane Perkins 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 VA, TX, and OH. No insurance business may be conducted outside the states referenced. 

 

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Disclosures