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Investment and Financial Planning Services

At American Eagle Financial Services we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals, and your investment needs.

Through our partnership, with UVEST Financial Services our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.

 

Are You Ready for Retirement?

American Eagle Financial Services can help make sure you are on track with retirement savings.  A Retirement Savings Worksheet is available to track your savings.

Planning for the Future
Through our partnership with UVEST Financial Services, American Eagle Financial Services, can help you with your investment decisions.

Choosing a Financial Consultant
With investment choices including IRA savings accounts, term certificates, mutual funds, and annuities, putting a professional to work for you could be one of the most important decisions you'll ever make.

Let Us Help You Get Started
Find out about American Eagle Financial Services, and what they can do for you.

Discount Brokerage Services On-line
If you are an independent investor who makes your own investment decisions, then you may be interested in the discount brokerage services offered through UVEST Financial Services.

 

Contact a member of our investment team

 

UVEST and American Eagle Financial Services are independent entities.
Securities and insurance products provided by and representatives are employees of UVEST Financial Services and its affiliates, member FINRA and SIPC.
Not NCUA insured      |      Not Credit Union Guaranteed      |      May Lose Value

This site is designed for U.S. residents only. The services within this site are available exclusively through UVEST's U.S. Investment Representatives. UVEST Financial Services Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    email: info@americaneagle.org
    860.568.2020   800.842.0145
Federally insured by NCUA. Equal Opportunity/Equal Housing Lender.