We are pleased to announce the addition of Richard Nickerson to the Eagle Financial Strategies team as an Investment Advisor Representative.
Rich joined the firm in early February. He has over 24 years of experience in the financial services industry, and has been a registered or licensed financial advisor for approximately 18 years. While attending Boston University in the early 90’s, Rich helped pay his tuition costs by working at a well known mutual fund company in Boston’s Financial District, an experience that helped shape his future career direction. Early in his career, Rich, along with his father and brother, started and successfully operated a commercial mortgage finance company in Massachusetts that specialized in financing large apartment complexes throughout New England. Before moving to Maine, he began his financial advisory career at Merrill Lynch. Once settled in Maine, Rich worked as a financial advisor at local financial institutions assisting Maine families and businesses in managing their investments and financial goals.
Rich is married and has two grown children who live and work in the greater Bangor area. Rich is an entrepreneur, and his experience, knowledge, values, and enthusiastic and friendly nature are a true asset to the firm.
If you haven’t met Rich yet, you will be personally introduced when we meet and conduct financial reviews with you. Feel free to call, email, or stop by the office to say hello and schedule a meeting.
We regret to announce that Andrew (Andy) Shuman has resigned from Eagle Financial Strategies effective January 3, 2018 due to health reasons. Andy has been a valuable member of the firm and we will miss him greatly.
Eagle Financial Strategies will continue under the direction of business founder and President Park O. Johnson III. As always, we are here to provide you with simple, but thorough, guidance and solutions to meet your financial goals and objectives.
With the announcement that Equifax, one of the “big three” American credit bureaus, suffered a serious cyber-security breach recently, we want to ensure our clients that keeping your personal identifying information secure is a top priority for our firm. To better protect you and your accounts from cyber-security threats, we are continuously reviewing and updating our internal security procedures to ensure that we are following best practices recommended by the custodians, financial institutions, and industry experts we work with.
While we feel that we’re taking proper steps in our firm’s security measures, we’re encouraging our clients and their family members to also take steps to help protect their identity and reduce potential security risks. Here are some suggestions to help reduce the risk of cyber-security threats:
MANAGE YOUR DEVICES
- Install the most up-to-date antivirus and antispyware programs on all devices (PC’s, laptops, tablets, smartphones) and update these software programs as they become available. Set these programs to run regularly vs. running periodic scans to provide maximum protection.
- Access sensitive data only through a secure location or device; never access confidential personal or financial data via a public computer (such as in an airport, hotel, or library).
- If you have children, make sure you enable restrictions on your computer to prevent them from accessing certain types of websites, and monitor their activity. If possible you may want to set up a separate computer that they can use just for games or other online activity.
Continue reading “Reducing the Risk of Cyber-Security Threats”
Eagle Financial Strategies will be closed all day on Friday, September 1st, 2017 for office maintenance and will be closed all day on Monday, September 4th, 2017 in observance of Labor Day.
We wish all of you a safe and happy holiday weekend.