Focusing on the client, rather than on our bottom line.
Sound too good to believe? It’s true. As founder of this company more than 24 years ago, my vision has always been to create an independent financial investment services firm that truly cares about the needs of its clients and while we all need to keep an eye on the bottom line, that has never been the focus of Eagle West.
Enhancing lives beyond just finances.
My team and I thoroughly enjoy being intimately involved with all facets of our clients’ lives, not just the financial aspects. We are always thrilled when we receive calls from our clients who have questions about the advantages and disadvantages of leasing a car, medical insurance or even advice about helping their children obtain a student internship! Whatever matters to you, matters to us.
Being able to be a part of our clients’ lives is exactly why I left the big-name financial world and founded Eagle West Group. It’s all about life enhancing opportunities and overall happiness for each of our clients, not just the number of zeros behind the dollar sign.
We look forward to getting to know you and showing you the Eagle West style of business investments.
Eagle West founder
This confidential questionnaire is the first step in providing you with a personal financial consultation. It is designed to be easy and convenient. The information will be treated with the highest degree of confidentiality.
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Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.