Eaglerock Financial, Inc. is a full-service financial services company focused on wealth management. The team provides white glove service and is described as excellent, hands-on, and pro-active through all financial climates. They offer a holistic view of finances and are strategic, trustworthy financial partners. Clients note the team's tremendous client-focused approach, in-depth knowledge, and direct, helpful advice. They are known for being the calm in any financial storm and for managing assets with the client's best interests at heart. Families have relied on their guidance for decades for financial planning, helping to fund education, maintain solid portfolios, and prepare for retirement with confidence.
Stu and team have been instrumental in financial planning and my families long term financial well-being. The team is hands on and pro-active through all financial climates and during these current unsettling times. I can’t recommend Eaglerock enough to any family who wants white glove service and strategic trustworthy financial partners.
I'm grateful to Stu and the rest of his team for making me feel so comfortable and confident in my decision to finally engage with a financial consultant. Erock has been great and I know that my finances are in good hands.
My husband and I began working with Stu at Eaglerock over 30 years ago when he started doing out taxes. Over the past 3 decades we have had the opportunity to experience Stu's journey into expanding Eaglerock Wealth Management to become a full service financial services company. As a result of his indepth knowledge, tremendous client focused approach and tenious work ethic, we have been able to put our daughter through college and medical school while still maintaining a very solid portfolio for our retirement. Through each phase of our lives from starting out as very young professionals, through raising our daughter to now looking toward how we get to the finish line...read full review