Our Story
Eagle Crest Financial was founded Gary Budd in May of 2000 with the goal to "Help Clients Retire with Confidence". In 2016 Eagle Crest became affiliated with Commonwealth Financial Network, the Nation's largest privately held independent Broker/Dealer. The fact that we chose to work with Commonwealth means that our firm remains independent, too—there is no pressure to promote a particular product or strategy.
The Eagle Crest advisor team consists of:
Derek P. Budd, CPA, and
Eric D. Kieffner, FSCP
Eagle Crest is primarily a fee-based firm meaning that for an annual percentage fee. This ensures that the we, acting as fiduciaries, are serving our clients' best interests.
We provide clients with a range of products and services including:
-Comprehensive Financial Analysis
-Retirement Planning
-Education Planning
-Estate Planning
-401k Assistance (rollovers, allocation, etc.)
-Mutual funds, ETFs, stocks, bonds, alternative investments, and annuities
-College education accounts (529's)
-Long Term Care, Life, & Disability Insurance
Securities and advisory services offered through Commonwealth Financial Network®, member www.finra.org / www.sipc.com, a Registered Investment Adviser.
This communication is strictly intended for individuals residing in the states of FL,IL,IN,KY,MD,MI,MO,NC,OH,PA,TN,VA,WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Please review our Terms of Use at www.commonwealth.com/termsofuse.html Fixed Insurance products and services offered through CES Insurance Agency.