Eagle West Group

Eagle West Group is a financial advisory firm based in Roseville, California. The company employs 5 to 9 individuals and generates an annual revenue of $2.5 million. Eagle West Group is dedicated to helping clients achieve their full financial potential through personalized financial and investment advice and planning. The firm specializes in investment management, estate planning, and guiding clients through the pre-retirement process. Their services encompass navigating benefits and ensuring a secure post-retirement income stream. Eagle West Group aims to provide comprehensive financial planning solutions, including quarterly performance reports, consolidated statements, ongoing account monitoring, and a comprehensive annual fee based on assets under management. Eagle West Group distinguishes itself through its commitment to exceeding client expectations. They prioritize responsiveness, accessibility, and experience in their interactions with clients and non-clients alike. The firm emphasizes a sincere and honest approach to financial planning, fostering trust and transparency in their client relationships. Clients interested in learning more about Eagle West Group's services can contact them via phone at 916-367-4540 (Roseville Office) or 310-736-1525 (Los Angeles Office). For online inquiries, visit eaglewestgroup.com.