Eagle Strategies, LLC

  • Insurance
  • Financial Planning
  • Financial Services
  • Employee Benefits
  • Investment Services
  • Elder Care
  • Business Services
  • Consultants-Business
  • Long Term Care Insurance
3601 Green Road
Suite 206
Beachwood, OH 44122
(216) 896-9985
(216) 896-9988 (fax)
Hours:
Mon-Thurs: 9:00am - 5:00pm. Fri: by appointment. Please call or email me to schedule an appointment

About Us

FOCUS: We set our sights on helping you find the right solutions to your financial needs, be they life insurance, investments, college funding or retirement.
DIRECTION: Making sure you get the read more
  • About

    FOCUS: We set our sights on helping you find the right solutions to your financial needs, be they life insurance, investments, college funding or retirement.
    DIRECTION: Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you hope to be tomorrow. Helping you reach your destination means guiding you in the right direction, so we don't take any unnecessary shortcuts and risk getting you lost along the way.
    SOLUTIONS: I offer an objective approach to financial planning. The solutions I recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives.
    COMMITMENT: Selecting a financial adviser is not an easy decision. It's a matter of commitment and trust. At Lori L. Kaplan, CLU, Insurance and Financial Services, I am committed to earning my client's trust every day. By working together, I am confident that I can help you achieve your financial goals.
    PERSONAL COMMITMENTS: I believe in providing individuals, families, and businesses with life insurance and financail products that meet their needs. I am proud of my reputation for integrity and concern for my clients.

    Please visit my website to learn more about how I can be of service to you.

  • Highlights

    • Chartered Life Underwriter (CLU)
    • Active in financial services industry since 1994. Celebrating 20 years.
    • Beachwood Chamber of Commerce Board of Directors
    • Financial Advisor, Eagle Strategies, LLC
    • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Media

  • Whom to Contact

    • Lori Kaplan
      Financial Advisor
      Phone: (216) 896-9985
  • Directions

    Fairways Building just south of Chagrin Boulevard on Green Rd. in Beachwood Ohio