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 Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Eagle Wealth Management

Eagle Wealth Management, based in Bend, Oregon, specializes in providing comprehensive financial planning and retirement guidance to individuals seeking to enhance their financial well-being. The firm focuses on creating personalized financial strategies that address clients' unique needs and concerns, ensuring they feel confident about their financial future. With a commitment to education and support, Eagle Wealth Management aims to alleviate clients' worries about money, allowing them to enjoy life more fully. As part of Mercer Advisors, they leverage additional resources to enhance the client experience and offer a robust suite of financial services.Explore more
Eagle Wealth Management's Social MediaPopular SearchesEagle Wealth Management IncEagle Wealth ManagementEagle Financial Group Staskal Chad EEagle Wealth Management inEagle Wealth Mgmt FinancialSIC 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.
HD
United States flag for contact location.

Director, Tax Services

PhoneEmail

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

Is Eagle Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

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
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1984
TJ
Thomas JohnsonAdministrative Assistant
<$5M
1-10
Private
-
2016
JO
Joshua OttoFinancial Advisor
<$5M
1-10
Private
-
2012
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eagle Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Eagle Wealth Management financials insights

Gather financial insights about Eagle Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$117K

See All Eagle Wealth Management's Financials Insights

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, Securities Trading
What is Eagle Wealth Management competition?
Eagle Wealth Management top competitors include: Charles Carroll Financial Partners, Regal Creek Wealth Management, FRS Capital Management, Core Wealth Management
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?

Eagle Wealth Management, based in Bend, Oregon, specializes in providing comprehensive financial planning and retirement guidance to individuals seeking to enhance their financial well-being. The firm focuses on creating personalized financial strategies that address clients' unique needs and concerns, ensuring they feel confident about their finan... cial future. With a commitment to education and support, Eagle Wealth Management aims to alleviate clients' worries about money, allowing them to enjoy life more fully. As part of Mercer Advisors, they leverage additional resources to enhance the client experience and offer a robust suite of financial services.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.