Seamless Strategies for All Your Financial Needs

Eaglerock Financial is a full-service financial consulting firm. We provide a range of comprehensive, quality programs for individuals, families, and small businesses.

We are experienced and versatile, and can counsel you on an array of financial matters. We provide wealth management and tax preparation, and we can help you make decisions about long-term care insurance and other key subjects. With this wide-ranging perspective we can devise programs that take into account your entire life. From this we can build a holistic plan and customize it to your needs, knowing the nuances of your financial picture. This seamless planning is designed to help grow and conserve your wealth.

Our services include the following:

Investment Advice & Wealth Management

Our representatives offer fee-only investment advisory services through LPL Financial. The fee is straight forward: it is based on a percentage of assets under management. For that fee, we provide comprehensive, independent investment advice tailored to the complexities of your circumstances and your goals. The guidance we give you is grounded, principled, and realistic. It is designed to help you invest your hard-earned assets so that they are working for you.

Basic Tax Preparation

Financial Advisory Services through LPL Financial

No strategy ensures a profit or protects against loss.