Our team not only provides clients with in-depth analyses, but also a comprehensive view of their total financial picture so no financial risk goes unnoticed. Eagle Crest Financial Services was founded by 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, a privately held independent Broker/Dea
ler. 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. Budd, CPA, and Eric D. Kieffner
Eagle Crest is primarily a fee-based firm meaning that for an annual percentage fee, we manage our clients' accounts without incurring additional trading costs or commissions. This ensures that we, as fiduciary asset managers, 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. The Financial Advisors associated with this profile may only discuss or transact business with residents of state is which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Please review our Terms of Use at www.commonwealth.com/termsofuse.html Fixed Insurance products and services are separate from and not offered through Commonwealth.
