Eagle Wealth Management

Finance · Oregon, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

35 NW Hawthorne Ave, Bend, Oregon, 97703...

Phone Number

(541) 330-0220

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Eagle Wealth Management

Mercer Advisors is a comprehensive wealth management firm based in Bend, Oregon, offering tailored financial planning, investment management, tax strategies, estate planning, and insurance solutions. They serve individuals and families throughout Central Oregon, focusing on personalized service and understanding clients' unique financial goals. The firm combines the intimate service of a local boutique with the resources of a national firm, ensuring clients receive expert guidance across all aspects of their financial lives. Their dedicated team of advisors is committed to helping clients navigate complex financial decisions with clarity and confidence.Explore more
Eagle Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Eagle Wealth Management Org Chart

PhoneEmail
CS
United States flag for contact location.

Partner, Chief Financial Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MH
United States flag for contact location.

Lead Financial Planner

PhoneEmail
KB
United States flag for contact location.

Tax Service Associate

PhoneEmail
JS
United States flag for contact location.

Financial Associate

PhoneEmail
SD
United States flag for contact location.

Certified Financial Planner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Eagle Wealth Management

Compare insights from companies similar to Eagle Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eagle Wealth Management

<$5M
1-10
Private
<$5M
2009
CS
Cami StaskalPartner, Chief Financial Officer
<$5M
11-50
Private
<$5M
1990
KP
Kerry PoormanDirector, Operations
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2012
Illustration of an envelope

Eagle Wealth Management Tech Stack

A closer look at the technologies used by Eagle Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Eagle Wealth Management

What is Eagle Wealth Management's official website?
Eagle Wealth Management's official website is www.myeaglewealth.com
What is Eagle Wealth Management's Revenue?
Eagle Wealth Management's revenue is <$5 Million
What is Eagle Wealth Management's SIC code?
Eagle Wealth Management's SIC: 62,628
What is Eagle Wealth Management's NAICS code?
Eagle Wealth Management's NAICS: 52,523
How many employees does Eagle Wealth Management have?
Eagle Wealth Management has 1-10 employees
What industry does Eagle Wealth Management belong to?
Eagle Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Eagle Wealth Management competition?
Eagle Wealth Management top competitors include: FRS Capital Management, Core Wealth Management, Covenant Wealth Advisors, Sharkey Howes & Javer
What technology does Eagle Wealth Management use?
Some of the popular technologies that Eagle Wealth Management uses are: Drupal, MailChimp, Microsoft Azure, Adobe Typekit
Who is the CFO of Eagle Wealth Management?
Eagle Wealth Management's CFO is Cami Staskal
How do I contact Eagle Wealth Management?
Eagle Wealth Management contact info: Phone number: (541) 330-0220 Website: www.myeaglewealth.com
What does Eagle Wealth Management do?

Mercer Advisors is a comprehensive wealth management firm based in Bend, Oregon, offering tailored financial planning, investment management, tax strategies, estate planning, and insurance solutions. They serve individuals and families throughout Central Oregon, focusing on personalized service and understanding clients' unique financial goals. The... firm combines the intimate service of a local boutique with the resources of a national firm, ensuring clients receive expert guidance across all aspects of their financial lives. Their dedicated team of advisors is committed to helping clients navigate complex financial decisions with clarity and confidence.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.