About Eagle Strategies LLC

FINANCIAL PLANNING

Eagle Strategies LLC, A Registered Investment Adviser, offers an objective approach to financial planning. The strategies we recommend will be customized to address your personal circumstances and objectives. You may choose to work with me on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.

INVESTMENT ADVISORY SERVICES

Eagle Strategies offers a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours, helping to ensure that our interests are aligned with yours: protecting and growing your investments.

Through our asset management partnerships, clients of Eagle Strategies have access to separately managed accounts and mutual fund wrap accounts.

Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management.  Other miscellaneous charges may apply.

Calculators

Newsletters

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,462.08 -0.51%
Dow Jones Transportation 10,845.62 -2.28%
Dow Jones Utilities 780.38 +0.45%
Nasdaq 100 7,816.92 +0.42%
NYSE Composite 12,912.96 -0.30%
OSX Oil Service Sector Index 96.55 -2.24%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.