Eagle Wealth Management

Eagle Wealth Management

Financial Services Bend, Oregon, United States 7 employees
Employees
7
Contacts
4
Emails
4
Phones
1

Eagle Wealth Management Overview

Headquarters
Bend, Oregon, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
7
Founded
2008
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Eagle Wealth Management

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.

Eagle Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Eagle Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Chad Staskal, Cfp, Clu, Chfc Managing Partner, CEO of Eagle Wealth
Email
Wendy Kottke Senior Strategist * Influential
Email Phone
Matthew Hobson Financial Advisor Helping People Tell
Email
Suzanne Daniel Certified Financial Planner at Eagle
Email

Employees by Management Level

Individual contributor 4 profiles
Executive 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Finance 2 2 0
Executive 1 1 0

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