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Investments

Let Eagle Financial Group’s dedicated financial advisors help you chart a course for personal investing success

Your objectives should be your investment strategy. Eagle Financial Group will analyze your situation and help define your personal investing goals and strategies. We will help you design a portfolio that will meet your needs. As your needs change, we will be there to adjust your portfolio. Some things to consider when determining an investment:

  • What are your investment objectives?
  • How much money should you invest?
  • How soon will you need the money?
  • What are your tax saving needs?

To help you determine what type of investment might fit your needs; take a look at our Self-Directed HSA Investments and various Annuity options.

Want to talk to someone about your investment choices? Contact Ann Kaiser, Investment Executive at (800) 205-7203.

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