Eagle Wealth Management

Eagle Wealth Management    

Financial advising in Bend, United States
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Eagle Wealth Management is an independent wealth management and financial planning firm dedicated to helping our clients to live abundantly and reach their goals. We provide the highest …
Eagle Wealth Management is an independent wealth management and financial planning firm dedicated to helping our clients to live abundantly and reach their goals. We provide the highest quality products and services through our independent broker-dealer, supported by expert, caring financial advisors and staff. Many firms provide investment services, yet few successfully offer comprehensive wealth management services along with highly personalized, long-term relationships based on mutual trust and respect. Working side by side, we assist you in organizing your financial life and finding the right customized solutions for your unique situation. Through open discussion and active listening, we learn about your personal situation and goals. Only then do we begin to design your comprehensive financial plan. We achieve an intimate understanding of your personal situation and we give you the confidence and clarity needed to make informed decisions about your future.

Services offered

Financial advisor
Tax Services

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Frequently asked questions

Q:
What is a Family CFO?
A:
Isn't it just like life that as you become more successful, your finances become more complex? That's why we're here, to make sense of it...
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