Eagle Wealth Strategies

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Investments, Annuities & Retirement Insurance Plans, Financial Planners

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(856) 845-4005Call Visit WebsiteVisit Website Map & DirectionsDirections877 Kings HwyWest Deptford, NJ 08096 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	8:30 am - 5:00 pm
Fri:	8:30 am - 4:00 pm

Places Near West Deptford with Investments

Woodbury (2 miles)
Sewell (7 miles)
Blackwood (10 miles)
Mullica Hill (11 miles)
Camden (12 miles)
Darby (13 miles)
Haddonfield (14 miles)
Philadelphia (14 miles)
Upper Darby (14 miles)
Swedesboro (15 miles)
Glassboro (15 miles)

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Extra Phones

Phone: (856) 845-4121

Fax: (856) 845-4121

TollFree: (800) 633-4227

Payment method

amex, cash, check, discover, master card, visa

AKA

Eagle Wealth Strtegies

Eagle Wealth Strtegies Fax

Other Link

http://www.eaglewealthstrategies.com

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (856) 845-4005

Address: 877 Kings Hwy, West Deptford, NJ 08096

Website: http://www.eaglewealthstrategies.com

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Eagle Wealth Strategies

Tax Planning
In addition to retirement income planning, we can also assist with longevity planning, making required minimum distributions, income planning, tax planning, proper account titling and beneficiaries, wealth transfer, charitable planning, and asset protection and reallocation.
Charitable Giving
We also offer a full array of trust structures, including charitable-giving tools that may feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.
Estate Taxes
Tax Services
Tax Deductions
There are many ways to make charitable giving part of your overall financial plan, each with its own level of control and tax benefits. Some options provide immediate or future tax deductions while others can provide a continuous income stream. In any case, our goal is to help ensure tax-efficient giving so that your estate or charity of choice receives the most benefit from your gift.
Income Tax

Investment Management
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
Mutual Funds
Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Wealth Management
Having a solid financial plan in place is certainly important in today’s complex times. It’s not just enough to know where to turn, but also knowing you have a highly experienced wealth management team you can turn to.

Accounting Services

Financial Planning
We put the needs of our clients first. We chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.
Retirement Planning
Youâ€™ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, youâ€™ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture â€“ important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.
Annuities
Frank’s responsibilities include reception and client services, administrative work for insurance and annuities, scheduling and confirming client meetings, and general administrative support for the office.
Long Term Care
One of the risks we all face, regardless of age, is the potential for sudden illness, disability and, subsequently, the need for long-term care. All of these have far-reaching effects not just on your health, but on your way of life, your ability to earn income and on your overall finances.
Asset Management
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Living Trusts
These legal documents should be considered for every estate plan: a will, a revocable living trust, a durable power of attorney for financial affairs, a durable power of attorney for medical decisions, and a living will.
Asset Protection

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