Expert Resources
Over 90 experienced and specialized professionals dedicated to helping you meet your financial goals.
Eagle Strategies has over 90 experienced professionals dedicated to supporting our Financial Advisors and to helping meet your financial goals. We believe strongly in expertise and specialization. Therefore, when you enter into a relationship with our Financial Advisors, you can rest assured that you are supported by accomplished professionals who will provide well-considered financial guidance and solutions that meet your ever-changing and evolving needs.
Explore the below components to learn more about the expert resources available to our Financial Advisors.
Financial Planning*
Our team of Financial Planners can help our Advisors provide a thorough analysis of your current financial health and design a customized solution that will help you meet your specific financial goals.
*Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice.
Portfolio Specialists and Internal Consultants
Our Portfolio Specialists and Internal Consultants can analyze your financial statements, offer guidance in positioning asset managers in your portfolio, and provide tax transition strategy recommendations.*
*Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice.
Advanced Case Support
If you have a complex portfolio that requires a higher level of service, our team can assist with portfolio analysis and guidance as well as the incorporation of more complex financial needs such as business succession planning and estate planning.
Retirement Plans
If you are a small business owner in need of retirement plan guidance, our team can help with the selection and retention of an investment manager.
Service and Operations
Providing you with a superior experience is our number one priority. Therefore, our Service and Operations team offers a dedicated support line to assist you with any account needs you may have including checking account balances, personal changes to your account, and distributions.