Eagle Wealth Management Management Team
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Eagle Wealth Management
Summary
Ever feel a little lost on your path to financial freedom? Any financial planning firm can sell you a map and send you on your way. We're different. We walk beside you, guiding you along your journ...Show more
Organization Website | myeaglewealth.com |
Social Links |   |
Phone Number | 541-330-0220 |
Industries | |
Headquarters Location | 35 NW Hawthorne Ave, Bend, OR, 97703 US |
Employees Size | 10-50 employees |
Specialties | Comprehensive Financial Planning, Investment Management, Wealth Management Services, Philanthropy, Retirement Planning Services, Life and Health Insurance, Social Security Optimization, Tax Management, Estate and Legacy Planning |
Founded | 2008 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Eagle Wealth Management shows a diverse range of experience levels:
17% for 1–2 years8% for 3–4 years25% for 5–7 years17% for 8–10 years33% have over 11 years of service at Eagle Wealth ManagementDiscover More
Contact top employees from
Eagle Wealth Management
Musaib Bhat
CEO & FOUNDER
Wendy Kottke
Operations and Marketing Director
Suzanne Daniel
Certified Financial Planner
Thomas Victor
Chartered Financial Planner
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FAQ
Eagle Wealth Management operates in the Finance industries. More details can be found on the official website: myeaglewealth.com.
The headquarters of Eagle Wealth Management are located in Bend, United States.
You can contact Eagle Wealth Management by phone at 541-330-0220.
Eagle Wealth Management currently employs 10-50 people.
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