Business Details
28 Years
experience
Trusted Insurance & Financial Planning Services Lockport NY
Stoll & Weller Insurance Services & Financial Group has been dedicated to providing comprehensive insurance and financial solutions since 1998. Our team of experienced professionals specializes in retirement planning, estate strategies, and business succession planning, serving individuals, families, and business owners. We leverage strategic alliances and collaborate with other advisors to deliver tailored solutions that align with our clients' unique goals. Our commitment to exceptional service is rooted in decades of combined industry expertise and a client-first philosophy. We prioritize transparency, personalized guidance, and long-term relationships, ensuring clients feel confident in their financial decisions.Backed by affiliations with reputable institutions like New York Life and Eagle Strategies, we offer access to a wide range of products and services. Our advisors hold prestigious recognitions, including Million Dollar Round Table membership, reflecting our dedication to excellence. We serve clients across multiple states, focusing on delivering value through education, customized planning, and ongoing support. Our mission is to help clients protect their assets, grow their wealth, and achieve financial security. This approach has solidified our reputation as a trusted partner in financial planning and insurance services.
Services
Life Insurance
Annuities
Retirement Planning
Estate Planning
Business Succession Planning
Wealth Management
Long Term Care Insurance
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of combined experience in financial services
- Our team includes Million Dollar Round Table-recognized advisors
- We provide customized solutions for complex financial needs
- We maintain strategic partnerships with top-rated insurance providers
- We prioritize transparent, client-focused financial education
Associations and certifications
- Million Dollar Round Table (MDRT)
- Association for Advanced Life Underwriting
Services
Life Insurance
We offer comprehensive life insurance solutions including whole, term, universal, and survivorship policies. Our products provide financial protection for dependents, estate planning benefits, and tax-deferred cash value accumulation. Designed for individuals and businesses seeking long-term security and legacy planning.
Annuities
Our annuity products help clients accumulate retirement savings with tax deferral benefits and generate guaranteed income streams. Options include fixed deferred, lifetime income, and variable deferred annuities tailored to meet specific retirement goals and risk tolerance levels.
Estate Planning
We specialize in creating customized estate plans using insurance products to facilitate smooth wealth transfer. Our strategies address tax implications, business succession needs, and charitable giving objectives while ensuring clients' wishes are legally documented.
Business Solutions
Our business-focused services include key person insurance, buy-sell agreements, and executive benefits programs. We help business owners protect their assets, ensure continuity during transitions, and implement tax-efficient compensation strategies for company leadership.
Wealth Management
Through Eagle Strategies, we provide wealth management services including portfolio management and financial planning. Our approach combines investment advisory services with insurance solutions to create comprehensive strategies for growing and preserving wealth.
People
Daniel Stoll
Financial Adviser
Co-founder with 25+ years of experience in financial services. Specializes in retirement and business succession planning. Holds Million Dollar Round Table membership and AALU affiliation. Active in community involvement.
Nicholas Ruggirello
Financial Adviser
Eagle Strategies advisor with 10+ years of insurance experience. Focuses on customized insurance solutions and wealth transfer strategies. Holds multiple professional recognitions from New York Life and industry associations.
Questions
What types of insurance products do you offer?
We provide life insurance (whole, term, universal, survivorship), annuities, long term care coverage, and business insurance solutions tailored to individual and corporate needs.
Do you work with both individuals and businesses?
Yes, we serve both individuals/families needing personal financial planning and businesses requiring specialized insurance and succession planning solutions across multiple industries.
What areas do you serve?
We operate in California, Colorado, Florida, Idaho, Massachusetts, Maryland, New York, North Carolina, Pennsylvania, and Virginia with both local and remote service options.
How are your financial advisors credentialed?
Our advisors hold FINRA securities licenses, insurance licenses in multiple states, and professional designations including Million Dollar Round Table membership and AALU affiliation.
Can you help with retirement planning?
Yes, we specialize in retirement strategies using annuities, investment advisory services, and tax-deferred growth vehicles to create sustainable income streams for clients' post-retirement years.
