Chuck Eberly

Chuck Eberly Email and Phone Number

Helping Grow and Preserve Wealth/ Managing Partner at SevenBridge Financial Group @ SevenBridge Financial Group
harrisburg, pennsylvania, united states
Chuck Eberly's Location
Denver, Colorado, United States, United States
Chuck Eberly's Contact Details

Chuck Eberly personal email

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About Chuck Eberly

Finance has always been an interest of mine. After graduation from Slippery Rock University, I spent 8 years in the US Army as a Field Artillery Officer. Having taken several advanced courses and helping a number of soldiers with their finances, I was called to financial services. I joined Shearson Lehman Brothers right out of the military.WHY WORK WITH USWith more than 25 years experience, I've helped clients navigate a number of market cycles. I learned quickly that the greatest value I bring to others is protecting them against inevitable market downturns. At SevenBridge Financial we are prudent. We think outside the box to find the right approach for each client. Our strategies have repeatedly protected against the downside and moved clients closer to their goals. The most important part of my job is getting to know the families I work with and gaining their trust by never doing anything that would jeopardize the relationship. With all the uncertainty we experience, my primary goal is to give my clients the confidence that they do not have to worry about their finances.OUR AREAS OF FOCUS* Financial Planning* Income Planning* Estate Planning Strategies & Insurance* Investment Planning* Debt Management* Charitable Giving PlanningWhen I am not in the office, I enjoy time with my wife Teresa. We like to travel and to spend time with our two grown children, Charlie and Caitlin. I love the outdoors, fishing, hunting and skiing during our travels.I give back where I can, as past President and member of the Rotary Club, Trustee of Zembo Shrine, past Board Member West Shore Chamber of Commerce and Easter Seals of Central PA. One role that I am particularly proud of is volunteering with Project Healing ,where we share the sport of fly fishing with disabled veterans.Feel free to contact me at ceberly@7bfg.com

Chuck Eberly's Current Company Details
SevenBridge Financial Group

Sevenbridge Financial Group

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Helping Grow and Preserve Wealth/ Managing Partner at SevenBridge Financial Group
harrisburg, pennsylvania, united states
Employees:
6
Chuck Eberly Work Experience Details
  • Sevenbridge Financial Group
    Managing Partner
    Sevenbridge Financial Group Aug 2015 - Present
    Denver, Colorado, United States
    SevenBridge Financial Group is an independent, full-service Registered Investment Advisor.We are dedicated to serving the varying and distinct needs of our clients which include high-net-worth individuals and families, business owners, executives, professional firms, foundations and endowments, and those reaping the benefits from natural resource harvesting. By striving to understand our clients fully; including life plans as well as financial objectives, we establish the basis for building a comprehensive, long-term wealth strategy through fee-based financial planning and investment management services.
  • Wells Fargo Advisors Llc
    Senior Vice President-Investment Officer
    Wells Fargo Advisors Llc Jul 1992 - Aug 2015
    Lemoyne, Pa
  • Us Army
    Captain
    Us Army Feb 1985 - Jul 1992
    Field Artillery OfficerServed at Ft. Sill, OK, Fort Carson, CO, Ft. Benning, GA, Nuremburg and Vilseck, Germany and Camp Doha, Kuwait

Chuck Eberly Skills

Leadership Wealth Management Strategic Planning Financial Analysis Nonprofits Marketing Marketing Strategy Small Business Customer Service Public Speaking Employee Benefits Event Planning Investments Management Budgets Mergers And Acquisitions Team Building Sales Retirement Planning Alternative Investments Finance Financial Advisory Cash Management Microsoft Office Banking Mutual Funds 401k Asset Allocation Series 63 Fixed Annuities

Chuck Eberly Education Details

Frequently Asked Questions about Chuck Eberly

What company does Chuck Eberly work for?

Chuck Eberly works for Sevenbridge Financial Group

What is Chuck Eberly's role at the current company?

Chuck Eberly's current role is Helping Grow and Preserve Wealth/ Managing Partner at SevenBridge Financial Group.

What is Chuck Eberly's email address?

Chuck Eberly's email address is ch****@****ors.com

What schools did Chuck Eberly attend?

Chuck Eberly attended Slippery Rock University Of Pennsylvania, Us Army Ranger School.

What skills is Chuck Eberly known for?

Chuck Eberly has skills like Leadership, Wealth Management, Strategic Planning, Financial Analysis, Nonprofits, Marketing, Marketing Strategy, Small Business, Customer Service, Public Speaking, Employee Benefits, Event Planning.

Who are Chuck Eberly's colleagues?

Chuck Eberly's colleagues are Patty Jakeway, Justin Ferraccio.

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