How Our Client-First Tradition Works For You

Because American Eagle Wealth Advisors holds our clients in the highest regard, our goal is to consistently provide each of them with a "Wow Service Experience." We strive to give our clients the highest level of service possible.

Our Client Service Experience includes:

  • Making an exceptional effort to understand and clarify our clients' unique values, goals, and dreams,

  • Recommending only high quality financial products and services,

  • Doing whatever it takes whenever it is needed to meet our clients' unique financial needs,

  • Exercising the highest professional ethics in building and managing our clients' portfolios,

  • Conducting regular review meetings and briefings with each of our clients, quarterly or as desired,

  • Monitoring our clients' investments and insurance programs systematically,

  • Reviewing every aspect of our clients' financial situation on a two-year cycle,

  • Meeting our promised deadlines,

  • Returning calls within 24 hours,

  • Being available to laugh and cry with our clients, and being genuinely interested in their well-being.

For more information about the five steps in our Strategic Financial Planning and Management Process . . .


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American Eagle Wealth Advisors
11335 Gold Express Drive, Suite 125   Gold River, CA 95670
Phone 916.858.1111 - 888.558.5518

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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