Glen Eagle WealthSM provides access to a broad range of products and services to help clients reach their unique financial goals. Each advisor spends time with his or her clients to understand and deliver customized solutions to meet specific needs. The following is just a partial list of some of the products and services that are used each day to help our clients grow and maintain their wealth.
Typical needs that we help our clients meet include retirement planning, insurance risk and investment portfolio structure.
As you read through the details of our services you will likely have many questions, and the good news is that we are ready to help you with the answers to your financial questions.
Glen Eagle is both Glen Eagle Wealth, LLC a broker-dealer and Glen Eagle Advisors, LLC a registered investment advisory. Glen Eagle clients may choose a brokerage relationship where commissions are charged for securities transactions, or they may choose an advisory relationship where their cost is based on percentage of the assets under management. Glen Eagle Advisors, LLC has relationships with Pershing, LLC, a subsidiary of the Bank of New York Mellon, Fidelity and over 20 mutual fund and insurance companies. This diversity of brokerage, custody and investment providers gives advisors and clients the choices necessary to provide personalized solutions to each client’s needs.
Glen Eagle Wealth, LLC is a member of The Financial Industry Regulatory Authority (FINRA), the Municipal Securities Rulemaking Board (MSRB), and the Securities Investors Protection Corporation (SIPC).
Below is a list of services we provide our clients as well as highlighted products we often use in building customized portfolios for each client.
- Investment Management
- 401k Plans
- 529 / Education IRA’s
- Long-term Care
- Business Owner Insurance Products
- Retirement Planning
- Asset / Estate Planning
- Financial Planning
- Full Service Brokerage accounts
- Cash Management Accounts
- Business Accounts
Our team of advisors have experience in many investment vehicles including the list below. Each client portfolio is a customized solution that may include some of the following:
- Fixed Income – Taxable and Tax Free
- Money Market Accounts
- Mutual Funds and ETF’s