New Eagle Wealth Management

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

3250 Kennedy Cir Ste 1, Dubuque, Iowa, 5...

Phone Number

(563) 582-2376

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About New Eagle Wealth Management

New Eagle Wealth Management specializes in comprehensive financial planning services, including retirement planning, investment management, tax optimization, estate planning, and risk management. They cater to a diverse clientele, including affluent families, individuals, business owners, and retirees, providing tailored strategies to meet their unique financial needs. The company emphasizes building long-lasting relationships with clients, guiding them through their financial journeys with confidence and expertise. Their mission is to create personalized financial roadmaps that help clients achieve their financial goals and navigate life's challenges.Explore more
New Eagle Wealth Management's Social MediaPopular SearchesNew Eagle Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

New Eagle Wealth Management Org Chart

PhoneEmail
MS
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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

New Eagle Wealth Manageme...

<$5M
1-10
Private
-
-
MS
Melissa SchmittManaging Partner
<$5M
11-50
Private
-
2001
JN
Jennifer NelsonFinancial Associate & Representative
<$5M
1-10
Private
-
-
Stuart Barth, Managing Director at Barth Financial
Stuart BarthManaging Director
<$5M
1-10
Private
-
2004
PE
Patricia EllisFinancial Advisor & Assistant
<$5M
1-10
Private
-
2005
WV
William VehigeFinancial Services
<$5M
1-10
Private
-
2016
MW
Michael WarnerFinancial Advisor
<$5M
1-10
Private
-
-
SG
Stephen GrooverWealth Management Analyst
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

New Eagle Wealth Management Tech Stack

A closer look at the technologies used by New Eagle Wealth Management

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Frequently Asked Questions Regarding New Eagle Wealth Management

What is New Eagle Wealth Management's official website?
New Eagle Wealth Management's official website is www.neweaglewm.com
What is New Eagle Wealth Management's Revenue?
New Eagle Wealth Management's revenue is <$5 Million
What is New Eagle Wealth Management's SIC code?
New Eagle Wealth Management's SIC: 62,628
What is New Eagle Wealth Management's NAICS code?
New Eagle Wealth Management's NAICS: 52,523
How many employees does New Eagle Wealth Management have?
New Eagle Wealth Management has 1-10 employees
What industry does New Eagle Wealth Management belong to?
New Eagle Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is New Eagle Wealth Management competition?
New Eagle Wealth Management top competitors include: Bristlecone Financial, Old Monroe Investment Services, Barth Financial, Sierra Financial Advisors
What technology does New Eagle Wealth Management use?
Some of the popular technologies that New Eagle Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact New Eagle Wealth Management?
New Eagle Wealth Management contact info: Phone number: (563) 582-2376 Website: www.neweaglewm.com
What does New Eagle Wealth Management do?

New Eagle Wealth Management specializes in comprehensive financial planning services, including retirement planning, investment management, tax optimization, estate planning, and risk management. They cater to a diverse clientele, including affluent families, individuals, business owners, and retirees, providing tailored strategies to meet their un... ique financial needs. The company emphasizes building long-lasting relationships with clients, guiding them through their financial journeys with confidence and expertise. Their mission is to create personalized financial roadmaps that help clients achieve their financial goals and navigate life's challenges.Read More

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

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