Ever feel a little lost on your path to financial freedom? Any financial planning firm can sell you a map and send you on your way. We're different. We walk beside you, guiding you along your journey. We want your focus to be about enjoying life, spending time with family and friends, feeling confident in your financial plan . . . and the contentment that comes with knowing you’ve found the strategic partner you’ve been looking for.
HOW WE HELP
• Maximize your money and get you there faster
• Give you more control over your financial journey
• Make financial decisions easier
• Free your time
• Give you peace of mind
HOW WE DO IT DIFFERENTLY
• Holistic financial planning
• Fiduciaries — always putting YOU first
• Education leading to confidence
• Continuous communication
• Trust & transparent fees
• Long-lasting relationships
Bottom line — our job is to work hard to help you find greater peace of mind, and the only measure of our success is your success. Call us to start a conversation. We'll help you figure out where you stand and what steps are needed to achieve your goals. You might even be surprised how far you've come!
The Best of the Best of Bend is a community choice award sponsored by the Bend Bulletin newspaper. Winners are decided by the publication based on community voting numbers in each of their business categories. Eagle Wealth Management was voted the 2024 Best of the Best of Bend community choice award winner for Financial Planning Services.
Advisory services offered through My Legacy Advisors, LLC dba Eagle Wealth Management, a registered investment advisor.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 35 Nw Hawthorne Ave, Bend,or 97703,united States
- Phone
- +1 541-330-0220
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- myeaglewealth.com
- Keywords
- Comprehensive Financial Planning, Investment Management, Wealth Management Services, Philanthropy, Retirement Planning Services, Life and Health Insurance, Social Security Optimization, Tax Management, Estate and Legacy Planning.
- HQ
- Bend, OR
Eagle Wealth Management Questions
Eagle Wealth Management's helpline number is +1 541-330-0220
Eagle Wealth Management's website is myeaglewealth.com
Eagle Wealth Management's LinkedIn profile is https://www.linkedin.com/company/eagle-wealth-management
Eagle Wealth Management has
7 employees.
View email and phone details for 7
employees at Eagle Wealth Management.
Eagle Wealth Management's industry is
Financial Services
Eagle Wealth Management's top competitors are
Eagle Valley Wealth Management,
Richards Merrill Wealth Management,
Demming Financial Services Corp.,
Filigree Wealth Advisors,
True Wealth Group,
Goodlife Accounting,
Eagle Wealth Management Group, Llc,
Sherpa Wealth Strategies, Llc,
Financial Trex,
Creative Planning.
Eagle Wealth Management's support email address is info@MyEagleWealth.com
Eagle Wealth Management's categories are Financial Services
Eagle Wealth Management's founding year is 2008
