Eaglerock Wealth Management, Inc. - Newburyport, Massachusetts

Eaglerock Wealth Management, Inc. is a highly reputable financial planning and investment services company located at 61 Water St #2, Newburyport, MA 01950. They can be reached at 9788649581 or through their website eaglerockwealth.net.

Specialties and Services Offered

• Financial planner
• Certified public accountant
• Investment service

They also offer several other points of interest, such as:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

The company has a strong reputation, with 5 reviews on Google My Business and an impressive average rating of 5/5. Their expertise and commitment to customer satisfaction make Eaglerock Wealth Management, Inc. a top choice for anyone seeking financial guidance and investment services.

👍 Reviews of Eaglerock Wealth Management, Inc.

Nina O.

5/5

My husband and I began working with Stu at Eaglerock over 30 years ago when he started doing out taxes. Over the past 3 decades we have had the opportunity to experience Stu's journey into expanding Eaglerock Wealth Management to become a full service financial services company. As a result of his indepth knowledge, tremendous client focused approach and tenious work ethic, we have been able to put our daughter through college and medical school while still maintaining a very solid portfolio for our retirement. Through each phase of our lives from starting out as very young professionals, through raising our daughter to now looking toward how we get to the finish line for our retirement, we always know that Stu and his team has our best interests at heart and will continue to manage our money to its full potential.

Ron A.

5/5

I have relied on Stu and Eaglerock to guide me and manage my assets for over 20 years now. He has always been the calm in any financial storm and to this day, the advice I receive is always direct and tremendously helpful. I always highly recommend Stu and his team to those I care about.

john M.

5/5

I'm grateful to Stu and the rest of his team for making me feel so comfortable and confident in my decision to finally engage with a financial consultant. Erock has been great and I know that my finances are in good hands.

Jeff B.

5/5

Stu and his team are excellent. They provided a holistic view of our finances, helping our family to make key decisions on how we want to prepare for the future/retirement.

Ted C.

5/5

My wife and I have gone to Eaglerock for our taxes for the last three or four years, and they are terrific! They are dedicated to providing high-level service and answer questions in a timely fashion. Can't recommend them enough.