NEW YORK LIFE INSURANCE COMPANY - Key Persons
Brendan is a Principal of Harty Financial. He is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and a Chartered Life Underwriter® (CLU®). He is also member of the National Association of Insurance and Financial Advisors (NAIFA), the Essex County Estate Planning Council, and the Greater Cape Ann Chamber of Commerce.
Brendan has over a decade of experience working as a retirement planner and in the special needs planning niche, and presents to the community many times a year on financial planning topics. In his free time he enjoys being outdoors and spending time with his wife and three children in Ipswich, MA.
Caleb Harty is a principal at Harty Financial and holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He has his B.A. in Economics from Gordon College in Wenham, Mass., and is also a graduate of the National Outdoor Leadership School (NOLS), which he attended in the Yukon Territory, Canada. Caleb is also a former EMT certificate holder.
Aside from helping clients plan for successful retirements, Caleb also has a niche specializing in working with families that have a child with special needs. The connection is a personal one, as his brother-in-law has Down syndrome. He had been published in Forbes, Kiplinger, Exceptional Parent, and other national publications.
Caleb and his family live in Andover MA and enjoy spending time at their cottage in Gilford NH when able to get away. He and his wife have two young children and they enjoy many outdoor activities including kayaking, skiing, and hiking with their Bernese mountain dog Jana around the local parks. Caleb has a number of hobbies and interests, including making small-batch craft hard cider.
Caleb Harty is a Member Agent of the Nautilus Group®. The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
Caleb Harty(CA Insurance License #0N07884) and Brendan Harty(CA Insurance License #0M02156) are agents 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 CA, CT, DC, DE, FL, IL, MA, MD, ME, NC, NH, NJ, NY, PA, TX, VA and VT. No insurance business may be conducted outside these states referenced.
Caleb Harty and Brendan Harty are Registered Representatives of and collectively offer securities products and 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 state of CA, CT, FL, IL, MA, MD, ME, NC, NH, NJ, NY, TX and UT. No offers may be made or accepted from any resident outside the specific state referenced.
Caleb Harty and Brendan Harty are also separately registered as investment adviser representatives, under Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of CA, CT, FL, IL, MD, ME, NC, NH, NY and UT As such, these services are strictly intended for individuals residing in this state.
1 Neither Harty Financial, its staff nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decision.
Daniel is a Senior Financial Professional at Harty Financial, has his B.A. in Finance from Nichols College in Dudley, Mass. He is a frequent volunteer at Habitat for Humanity. Daniel has helped build numerous homes throughout Massachusetts for those in need. During Daniel's free time, he enjoys touring beautiful New England on his motorcycle in the summer while skiing and snowmobiling during the winter.
Daniel has extensive experience with business owners and prides his ability to relate with them and their journey. Aside from working with business owners, Daniel also specializes in working closely with higher income families. His number one goal is to create a long-lasting, trustworthy relationship with clients while coming up with the best possible solution to achieve their financial goals.