Eagle Financial Solutions Employee Directory

Financial ServicesOhio, United States11-50 Employees

Eagle Financial Solutions is a small financial services firm based in Columbus, Ohio. It provides personalized, evidence-based financial guidance to businesses, individuals, and families, helping clients align their financial decisions with both personal and professional goals. Its business-planning offerings address growth, profitability, risk management, and tax considerations, including a customizable program described as Flex&Soar that supports cash flow, employee retention, and long-term planning for small businesses.

In its personal wealth practice, Eagle Financial Solutions focuses on accumulating, protecting, and distributing wealth while helping clients pursue objectives such as tax efficiency, homeownership, college funding, retirement, portfolio diversification, and legacy planning. The firm emphasizes strategies intended to reduce risk and volatility in financial plans and to provide greater predictability and peace of mind in achieving personal and professional goals.

Find Eagle Financial Solutions employees' phone numbers or email addresses

Eagle Financial Solutions Global Highlights

Location
Employees

North America
30

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  • United States Of America
    29
  • Barbados
    1

Oceania
4

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  • Australia
    4

Asia
2

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  • Sri Lanka
    1
  • Israel
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Eagle Financial Solutions's Leadership

  • Stylized image of a person
    M. L.
    Partner
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  • Stylized image of a person
    R. H.
    Director Client Services
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  • Stylized image of a person
    T. B.
    Independent Director
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  • Stylized image of a person
    T. W.
    Administrative Director
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  • Stylized image of a person
    M. K.
    Account Manager
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  • Stylized image of a person
    C. D.
    Retirement Specialist
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  • Stylized image of a person
    S. T.
    Advisor And Retirement Strategist
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  • Stylized image of a person
    J. O.
    Bank On Yourself Advisor
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Eagle Financial Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Business Development
  • Consultant
  • Other
  • Business
  • Accounting

Contact profiles from Eagle Financial Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. R.
    Agent
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    H. J.
    Account Specialist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    Y. M.
    Personal Assistant
    Phone icon
    AustraliaVictoria
    Feb 03, 2024
  • Stylized image of a person
    B. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. D.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. W.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    W. R.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Eagle Financial Solutions known for?

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Eagle Financial Solutions was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 4182 Worth Avenue Columbus, Ohio 43219 United States; you can contact the main corporate office by phone at . Explore Eagle Financial Solutions's company overview page for more information.

What is Eagle Financial Solutions's most common email format?

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Eagle Financial Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagle Financial Solutions email formats with LeadIQ.

How many employees does Eagle Financial Solutions have currently?

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Eagle Financial Solutions has approximately 21 employees as of May 2026. These team members are located across 4 continents, including North AmericaOceaniaAsia.

Who are Eagle Financial Solutions's key employees and leadership?

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As of May 2026, Eagle Financial Solutions's key employees include:

  • Partner: M. L.
  • Director Client Services: R. H.
  • Independent Director: T. B.
  • Administrative Director: T. W.
  • Account Manager: M. K.

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