Eagle Crest Financial Services

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

3420 Newton St, Jasper, Indiana, 47546, ...

Phone Number

(812) 481-1553

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About Eagle Crest Financial Services

Eagle Crest Financial Services, Inc. is an independent financial consulting firm located in Jasper, Indiana, providing objective advice and services to individuals, families, and business clients. They specialize in retirement planning, risk management, estate planning, and taxation, helping clients save and protect their income and assets. The firm focuses on creating lasting income streams for clients and educating them on corporate strategies. Their goal is to ensure successful retirement outcomes and assist families in planning for college costs and managing financial challenges in the event of death or disability.Explore more
Eagle Crest Financial Services's Social MediaPopular SearchesEagle Crest Financial Services IncEagle Crest FinancialBudd Gary P CPAEagle Crest Financial ServicesEaglecrest Insurance AgencySIC Code 62,628NAICS Code 52,523Show more

Eagle Crest Financial Services Org Chart

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Financial Advisor

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Financial Advisor

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Receptionist and Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eagle Crest Financial Ser...

<$5M
1-10
Private
-
2002
DB
Derek BuddFinancial Advisor
$6.2M
1-10
Private
-
1977
KK
Katia KashaniClient Relationship Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
VP
Vicki PortincasoSenior Executive Assistant & Director, Operations
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eagle Crest Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eagle Crest Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eagle Crest Financial Services.

Eagle Crest Financial Services Tech Stack

A closer look at the technologies used by Eagle Crest Financial Services

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Frequently Asked Questions Regarding Eagle Crest Financial Services

What is Eagle Crest Financial Services's official website?
Eagle Crest Financial Services's official website is www.eaglecrestfinancial.com
What is Eagle Crest Financial Services's Revenue?
Eagle Crest Financial Services's revenue is <$5 Million
What is Eagle Crest Financial Services's SIC code?
Eagle Crest Financial Services's SIC: 62,628
What is Eagle Crest Financial Services's NAICS code?
Eagle Crest Financial Services's NAICS: 52,523
How many employees does Eagle Crest Financial Services have?
Eagle Crest Financial Services has 1-10 employees
What industry does Eagle Crest Financial Services belong to?
Eagle Crest Financial Services is in the industry of: Finance, Securities Trading
What is Eagle Crest Financial Services competition?
Eagle Crest Financial Services top competitors include: Somerset Hills Wealth Management, Peterson Wealth Advisors, Rawe Financial Group, Namack Portfolio Investment Professionals
What technology does Eagle Crest Financial Services use?
Some of the popular technologies that Eagle Crest Financial Services uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Eagle Crest Financial Services?
Eagle Crest Financial Services contact info: Phone number: (812) 481-1553 Website: www.eaglecrestfinancial.com
What does Eagle Crest Financial Services do?

Eagle Crest Financial Services, Inc. is an independent financial consulting firm located in Jasper, Indiana, providing objective advice and services to individuals, families, and business clients. They specialize in retirement planning, risk management, estate planning, and taxation, helping clients save and protect their income and assets. The fir... m focuses on creating lasting income streams for clients and educating them on corporate strategies. Their goal is to ensure successful retirement outcomes and assist families in planning for college costs and managing financial challenges in the event of death or disability.Read More

What are Eagle Crest Financial Services social media links?
Eagle Crest Financial Services Linkedin page Eagle Crest Financial Services Facebook page
Is Eagle Crest Financial Services a public company?
Eagle Crest Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Eagle Crest Financial Services

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