Eagle Financial Strategies, based out of Bangor, ME, is a reputable investment advisory firm catering to over 260 individual clients. With more than $103,166,000 in assets under management, they have established themselves as a trusted financial partner. The firm operates from a single office and offers comprehensive services, including insurance brokerage. Notably, Eagle Financial Strategies boasts extensive experience in managing employer 401Ks and individual portfolios, accounting for half of their assets under management.
The firm distinguishes itself through its discretionary management approach, as 100% of the assets they ...
See more
Loading...
Assets Under Mgmt
$103.17M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.