Active
EAGLE FINANCIAL STRATEGIES
Investment Advice|BANGOR, ME
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$129.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 129.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 138825 |
| SEC Number | 801-120376 |
| Street Address | ONE CUMBERLAND PLACE |
| Street Address 2 | SUITE 204 |
| Location | BANGOR, ME 04401 |
| Country | United States |
| Phone | 207-989-5522 |
| Total Employees | 6 |
| Business Types | insurance_broker |
Client Count by Type (296 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 261 |
| High Net Worth Individual… | 35 |
Community Partners
AROOSTOOK WASTE SOLUTIONS
CENTRAL AROOSTOOK HUMANE SOCIETY
CITY OF BANGOR
CITY OF CARIBOU
CITY OF PRESQUE ISLE
COUNTY OF AROOSTOOK
COUNTY OF PENOBSCOT
PLANTATION OF CYR
PLANTATION OF GARFIELD
PLANTATION OF GLENWOOD
PLANTATION OF MACWAHOC
PLANTATION OF MORO
PLANTATION OF NASHVILLE
PLANTATION OF REED
PLANTATION OF ST JOHN
PLANTATION OF WINTERVILLE
ST JOHN PLANTATION TOWN
THE MAPLETON-CASTLE HILL-CHAPMAN MUNICIPAL BULDING FACILITY CORPORATION
TOWN OF ALLAGASH
TOWN OF AMITY
AROOSTOOK WASTE SOLUTIONS
CENTRAL AROOSTOOK HUMANE SOCIETY
CITY OF BANGOR
CITY OF CARIBOU
CITY OF PRESQUE ISLE
COUNTY OF AROOSTOOK
COUNTY OF PENOBSCOT
PLANTATION OF CYR
PLANTATION OF GARFIELD
PLANTATION OF GLENWOOD
PLANTATION OF MACWAHOC
PLANTATION OF MORO
PLANTATION OF NASHVILLE
PLANTATION OF REED
PLANTATION OF ST JOHN
PLANTATION OF WINTERVILLE
ST JOHN PLANTATION TOWN
THE MAPLETON-CASTLE HILL-CHAPMAN MUNICIPAL BULDING FACILITY CORPORATION
TOWN OF ALLAGASH
TOWN OF AMITY
AROOSTOOK WASTE SOLUTIONS
CENTRAL AROOSTOOK HUMANE SOCIETY
CITY OF BANGOR
CITY OF CARIBOU
CITY OF PRESQUE ISLE
COUNTY OF AROOSTOOK
COUNTY OF PENOBSCOT
PLANTATION OF CYR
PLANTATION OF GARFIELD
PLANTATION OF GLENWOOD
PLANTATION OF MACWAHOC
PLANTATION OF MORO
PLANTATION OF NASHVILLE
PLANTATION OF REED
PLANTATION OF ST JOHN
PLANTATION OF WINTERVILLE
ST JOHN PLANTATION TOWN
THE MAPLETON-CASTLE HILL-CHAPMAN MUNICIPAL BULDING FACILITY CORPORATION
TOWN OF ALLAGASH
TOWN OF AMITY
Municipal Government
73 Active
73
Organizations
AROOSTOOK VALLEY SOLID WASTE DISPOSAL DISTRICT
ASHLAND WATER AND SEWER DISTRICT
ASHLAND WATER & SEWER DISTRICT
BANGOR HOUSING AUTHORITY
BANGOR WATER DISTRICT
CARIBOU UTILITIES DISTRICT
CENTRAL AROOSTOOK SOIL AND WATER CONSERVATION DISTRICT
DANFORTH WATER DISTRICT
EAGLE LAKE WATER AND SEWER DISTRICT
FORT FAIRFIELD HOUSING AUTHORITY
FORT FAIRFIELD UTILITIES DISTRICT
FRENCHVILLE HOUSING AUTHORITY
HOULTON BAND OF MALISEET INDIAN HOUSING AUTHORITY
HOULTON WATER CO
ISLAND FALLS WATER DISTRICT
LIMESTONE WATER AND SEWER DISTRICT
LORING DEVELOPMENT AUTHORITY OF MAINE
MADAWAKSA WATER DISTRICT
MAPLETON SEWER DISTRICT
MARS HILL UTILITY DISTRICT
AROOSTOOK VALLEY SOLID WASTE DISPOSAL DISTRICT
ASHLAND WATER AND SEWER DISTRICT
ASHLAND WATER & SEWER DISTRICT
BANGOR HOUSING AUTHORITY
BANGOR WATER DISTRICT
CARIBOU UTILITIES DISTRICT
CENTRAL AROOSTOOK SOIL AND WATER CONSERVATION DISTRICT
DANFORTH WATER DISTRICT
EAGLE LAKE WATER AND SEWER DISTRICT
FORT FAIRFIELD HOUSING AUTHORITY
FORT FAIRFIELD UTILITIES DISTRICT
FRENCHVILLE HOUSING AUTHORITY
HOULTON BAND OF MALISEET INDIAN HOUSING AUTHORITY
HOULTON WATER CO
ISLAND FALLS WATER DISTRICT
LIMESTONE WATER AND SEWER DISTRICT
LORING DEVELOPMENT AUTHORITY OF MAINE
MADAWAKSA WATER DISTRICT
MAPLETON SEWER DISTRICT
MARS HILL UTILITY DISTRICT
AROOSTOOK VALLEY SOLID WASTE DISPOSAL DISTRICT
ASHLAND WATER AND SEWER DISTRICT
ASHLAND WATER & SEWER DISTRICT
BANGOR HOUSING AUTHORITY
BANGOR WATER DISTRICT
CARIBOU UTILITIES DISTRICT
CENTRAL AROOSTOOK SOIL AND WATER CONSERVATION DISTRICT
DANFORTH WATER DISTRICT
EAGLE LAKE WATER AND SEWER DISTRICT
FORT FAIRFIELD HOUSING AUTHORITY
FORT FAIRFIELD UTILITIES DISTRICT
FRENCHVILLE HOUSING AUTHORITY
HOULTON BAND OF MALISEET INDIAN HOUSING AUTHORITY
HOULTON WATER CO
ISLAND FALLS WATER DISTRICT
LIMESTONE WATER AND SEWER DISTRICT
LORING DEVELOPMENT AUTHORITY OF MAINE
MADAWAKSA WATER DISTRICT
MAPLETON SEWER DISTRICT
MARS HILL UTILITY DISTRICT
Special District
34 Active
34
Organizations
BRIDGEWATER TOWN SCHOOLS
CASWELL PLANTATION SCHOOLS
EAGLE LAKE PUBLIC SCHOOLS
EASTERN AROOSTOOK REGIONAL SCHOOL UNIT 39
EASTON TOWN SCHOOLS
GLENWOOD PLANTATION SCHOOLS
GRAND ISLE TOWN SCHOOLS
LIMESTONE PUBLIC SCHOOLS
MACWAHOC PLANTATION SCHOOL
MADAWASKA TOWN SCHOOLS
MAINE SCHOOL ADMINISTRATIVE DISTRICT #1
MAINE SCHOOL ADMINISTRATIVE DISTRICT 32
MSAD
MSAD 42
NASHVILLE PLANTATION PUBLIC SCHOOLS
NEW SWEDEN PUBLIC SCHOOLS DISTRICT
ORIENT TOWN SCHOOLS
PORTAGE LAKE SCHOOL DEPARTMENT
REED PLANTATION SCHOOL
REGION 2 SCHOOL OF APPLIED TECHNOLOGY
BRIDGEWATER TOWN SCHOOLS
CASWELL PLANTATION SCHOOLS
EAGLE LAKE PUBLIC SCHOOLS
EASTERN AROOSTOOK REGIONAL SCHOOL UNIT 39
EASTON TOWN SCHOOLS
GLENWOOD PLANTATION SCHOOLS
GRAND ISLE TOWN SCHOOLS
LIMESTONE PUBLIC SCHOOLS
MACWAHOC PLANTATION SCHOOL
MADAWASKA TOWN SCHOOLS
MAINE SCHOOL ADMINISTRATIVE DISTRICT #1
MAINE SCHOOL ADMINISTRATIVE DISTRICT 32
MSAD
MSAD 42
NASHVILLE PLANTATION PUBLIC SCHOOLS
NEW SWEDEN PUBLIC SCHOOLS DISTRICT
ORIENT TOWN SCHOOLS
PORTAGE LAKE SCHOOL DEPARTMENT
REED PLANTATION SCHOOL
REGION 2 SCHOOL OF APPLIED TECHNOLOGY
BRIDGEWATER TOWN SCHOOLS
CASWELL PLANTATION SCHOOLS
EAGLE LAKE PUBLIC SCHOOLS
EASTERN AROOSTOOK REGIONAL SCHOOL UNIT 39
EASTON TOWN SCHOOLS
GLENWOOD PLANTATION SCHOOLS
GRAND ISLE TOWN SCHOOLS
LIMESTONE PUBLIC SCHOOLS
MACWAHOC PLANTATION SCHOOL
MADAWASKA TOWN SCHOOLS
MAINE SCHOOL ADMINISTRATIVE DISTRICT #1
MAINE SCHOOL ADMINISTRATIVE DISTRICT 32
MSAD
MSAD 42
NASHVILLE PLANTATION PUBLIC SCHOOLS
NEW SWEDEN PUBLIC SCHOOLS DISTRICT
ORIENT TOWN SCHOOLS
PORTAGE LAKE SCHOOL DEPARTMENT
REED PLANTATION SCHOOL
REGION 2 SCHOOL OF APPLIED TECHNOLOGY
School District
40 Active
40
Organizations
10TH MOUNTAIN SKI CLUB
180 PROJECT YOUTH
305 DOWNEAST CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4R ANIMAL SHELTER
ABM MECHANICAL INC
ACADIA
ACADIA CAPITAL MANAGEMENT L3C
ACADIA CAPITAL MANAGEMENT LLC
ACAP
ACTION COMMITTEE OF 50 INC
ADOPT-A-BLOCK OF AROOSTOOK
ADOPTIVE & FOSTER FAMILIES OF MAINE, INC.
ADVENT CEMETERY ASSOCIATION
AFGE LOCAL 294
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
10TH MOUNTAIN SKI CLUB
180 PROJECT YOUTH
305 DOWNEAST CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4R ANIMAL SHELTER
ABM MECHANICAL INC
ACADIA
ACADIA CAPITAL MANAGEMENT L3C
ACADIA CAPITAL MANAGEMENT LLC
ACAP
ACTION COMMITTEE OF 50 INC
ADOPT-A-BLOCK OF AROOSTOOK
ADOPTIVE & FOSTER FAMILIES OF MAINE, INC.
ADVENT CEMETERY ASSOCIATION
AFGE LOCAL 294
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
10TH MOUNTAIN SKI CLUB
180 PROJECT YOUTH
305 DOWNEAST CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4R ANIMAL SHELTER
ABM MECHANICAL INC
ACADIA
ACADIA CAPITAL MANAGEMENT L3C
ACADIA CAPITAL MANAGEMENT LLC
ACAP
ACTION COMMITTEE OF 50 INC
ADOPT-A-BLOCK OF AROOSTOOK
ADOPTIVE & FOSTER FAMILIES OF MAINE, INC.
ADVENT CEMETERY ASSOCIATION
AFGE LOCAL 294
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
Nonprofit Organization
994 Active
994
Organizations
Community Partners174 organizations
AROOSTOOK WASTE SOLUTIONS
Municipal Government·FORT FAIRFIELD
CENTRAL AROOSTOOK HUMANE SOCIETY
Municipal Government·PRESQUE ISLE
CITY OF BANGOR
Municipal Government·BANGOR
CITY OF PRESQUE ISLE
Municipal Government·PRESQUE ISLE
COUNTY OF PENOBSCOT
Municipal Government·BANGOR
PLANTATION OF CYR
Municipal Government·VAN BUREN
PLANTATION OF GARFIELD
Municipal Government·GARFIELD PLANTATION
PLANTATION OF GLENWOOD
Municipal Government·HOULTON
PLANTATION OF MACWAHOC
Municipal Government·MACWAHOC PLT
PLANTATION OF MORO
Municipal Government·PATTEN
PLANTATION OF NASHVILLE
Municipal Government·ASHLAND
PLANTATION OF REED
Municipal Government·WYTOPITLOCK
PLANTATION OF ST JOHN
Municipal Government·ST JOHN PLT
PLANTATION OF WINTERVILLE
Municipal Government·WINTERVILLE PLT
ST JOHN PLANTATION TOWN
Municipal Government·ST JOHN PLT
THE MAPLETON-CASTLE HILL-CHAPMAN MUNICIPAL BULDING FACILITY CORPORATION
Municipal Government·MAPLETON
TOWN OF ALLAGASH
Municipal Government·ALLAGASH
TOWN OF AMITY
Municipal Government·HOULTON
TOWN OF ASHLAND
Municipal Government·ASHLAND
TOWN OF BLAINE
Municipal Government·BLAINE
TOWN OF BRIDGEWATER
Municipal Government·BRIDGEWATER
TOWN OF CASTLE HILL
Municipal Government·MAPLETON
TOWN OF CASWELL
Municipal Government·CASWELL
TOWN OF CHAPMAN
Municipal Government·MAPLETON
TOWN OF CRYSTAL
Municipal Government·ISLAND FALLS
TOWN OF DYER BROOK
Municipal Government·DYER BROOK
TOWN OF EAGLE LAKE
Municipal Government·EAGLE LAKE
TOWN OF GRAND ISLE
Municipal Government·GRAND ISLE
TOWN OF HAMLIN
Municipal Government·HAMLIN
TOWN OF HAMMOND
Municipal Government·HOULTON
TOWN OF HAYNESVILLE
Municipal Government·HAYNESVILLE
TOWN OF HERSEY
Municipal Government·PATTEN
TOWN OF HODGDON
Municipal Government·HODGDON
TOWN OF HOULTON
Municipal Government·HOULTON
TOWN OF ISLAND FALLS
Municipal Government·ISLAND FALLS
TOWN OF LIMESTONE
Municipal Government·LIMESTONE
TOWN OF LINNEUS
Municipal Government·LINNEUS
TOWN OF LITTLETON
Municipal Government·LITTLETON
TOWN OF LUDLOW
Municipal Government·HOULTON
TOWN OF MAPLETON
Municipal Government·MAPLETON
TOWN OF MASARDIS
Municipal Government·MASARDIS
AROOSTOOK VALLEY SOLID WASTE DISPOSAL DISTRICT
Special District·ASHLAND
ASHLAND WATER AND SEWER DISTRICT
Special District·ASHLAND
ASHLAND WATER & SEWER DISTRICT
Special District·ASHLAND
BANGOR HOUSING AUTHORITY
Special District·BANGOR
CARIBOU UTILITIES DISTRICT
Special District·CARIBOU
DANFORTH WATER DISTRICT
Special District·DANFORTH
EAGLE LAKE WATER AND SEWER DISTRICT
Special District·EAGLE LAKE
FORT FAIRFIELD HOUSING AUTHORITY
Special District·FORT FAIRFIELD
FORT FAIRFIELD UTILITIES DISTRICT
Special District·FORT FAIRFIELD
FRENCHVILLE HOUSING AUTHORITY
Special District·FRENCHVILLE
HOULTON WATER CO
Special District·HOULTON
ISLAND FALLS WATER DISTRICT
Special District·ISLAND FALLS
LIMESTONE WATER AND SEWER DISTRICT
Special District·LIMESTONE
LORING DEVELOPMENT AUTHORITY OF MAINE
Special District·LIMESTONE
MADAWAKSA WATER DISTRICT
Special District·MADAWASKA
MAPLETON SEWER DISTRICT
Special District·MAPLETON
MARS HILL UTILITY DISTRICT
Special District·MARS HILL
NORTHERN KATAHDIN VALLEY WASTE DISPOSAL DISTRICT
Special District·DYER BROOK
PRESQUE ISLE HOUSING AUTHORITY
Special District·PRESQUE ISLE
PRESQUE ISLE UTILITIES DISTRICT
Special District·PRESQUE ISLE
SINCLAIR SANITARY DISTRICT
Special District·SINCLAIR
SOUTHERN AROOSTOOK EMS AUTHORITY
Special District·HOULTON
ST AGATHA HOUSING AUTHORITY
Special District·FORT KENT
ST FRANCIS WATER DISTRICT
Special District·ST FRANCIS
VAN BUREN FIRE DEPARTMENT
Special District·VAN BUREN
VAN BUREN LIGHT POWER DISTRICT
Special District·VAN BUREN
VAN BUREN TOWN HOUSING AUTHORITY
Special District·VAN BUREN
VAN BUREN WATER DISTRICT
Special District·VAN BUREN
WASHBURN WATER AND SEWER DISTRICT
Special District·WASHBURN
BRIDGEWATER TOWN SCHOOLS
School District·PRESQUE ISLE
CASWELL PLANTATION SCHOOLS
School District·CASWELL
EAGLE LAKE PUBLIC SCHOOLS
School District·EAGLE LAKE
GLENWOOD PLANTATION SCHOOLS
School District·BANGOR
GRAND ISLE TOWN SCHOOLS
School District·MADAWASKA
MACWAHOC PLANTATION SCHOOL
School District·LEE
MAINE SCHOOL ADMINISTRATIVE DISTRICT #1
School District·PRESQUE ISLE
MAINE SCHOOL ADMINISTRATIVE DISTRICT 32
School District·ASHLAND
NASHVILLE PLANTATION PUBLIC SCHOOLS
School District·WASHBURN
PORTAGE LAKE SCHOOL DEPARTMENT
School District·ASHLAND
REED PLANTATION SCHOOL
School District·LEE
REGIONAL SCHOOL UNIT 50
School District·DYER BROOK
REGIONAL SCHOOL UNIT 88/MAINE SCHOOL ADMINISTRATIVE DISTRICT 24
School District·VAN BUREN
SCHOOL ADMIN DIST 10
School District·FORT KENT
SCHOOL ADMINISTRATIVE DISTRICT 20
School District·FORT FAIRFIELD
SCHOOL ADMINISTRATIVE UNIT NO. 33
School District·FRENCHVILLE
SCHOOL UNION 122
School District·WOODLAND
SOUTHERN PENOBSCOT SCHOOL REG 4
School District·BANGOR
WINTERVILLE PLT PUBLIC SCHOOLS
School District·WINTERVILLE PLANTATION
10TH MOUNTAIN SKI CLUB
Nonprofit Organization·FORT KENT
180 PROJECT YOUTH
Nonprofit Organization·Lee
305 DOWNEAST CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BANGOR
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Caribou
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Houlton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lee
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Presque Isle
4R ANIMAL SHELTER
Nonprofit Organization·Lee
ABM MECHANICAL INC
Nonprofit Organization·BANGOR
ACADIA
Nonprofit Organization·FORT KENT
ACADIA CAPITAL MANAGEMENT L3C
Nonprofit Organization·BANGOR
ACADIA CAPITAL MANAGEMENT LLC
Nonprofit Organization·Bangor
ACAP
Nonprofit Organization·PRESQUE ISLE
ACTION COMMITTEE OF 50 INC
Nonprofit Organization·Bangor
ADOPT-A-BLOCK OF AROOSTOOK
Nonprofit Organization·HOULTON
ADOPTIVE & FOSTER FAMILIES OF MAINE, INC.
Nonprofit Organization·BANGOR
ADVENT CEMETERY ASSOCIATION
Nonprofit Organization·LIMESTONE
AFGE LOCAL 294
Nonprofit Organization·Limestone
AGLOW INTERNATIONAL
Nonprofit Organization·Fort Fairfield
AGLOW INTERNATIONAL
Nonprofit Organization·Fort Fairfield
AGLOW INTERNATIONAL
Nonprofit Organization·Fort Fairfield
AGLOW INTERNATIONAL
Nonprofit Organization·Fort Fairfield
AGLOW INTERNATIONAL
Nonprofit Organization·Ashland
AGLOW INTERNATIONAL NEW ENGLAND REGION
Nonprofit Organization·Fort Fairfield
AGRICULTURAL BARGAINING COUNCIL
Nonprofit Organization·PRESQUE ISLE
AHAVAS ACHIM SOCIETY OF BROTHERLY LOVE
Nonprofit Organization·BANGOR
AID FOR KIDS
Nonprofit Organization·HOULTON
AJ MORNEAULT MEMORIAL LIBRARY TRUSTEES
Nonprofit Organization·Van Buren
ALBERT H YOUNG
Nonprofit Organization·BANGOR
A LIFE LINE
Nonprofit Organization·SMYRNA MILLS
ALLAGASH DEVELOPMENT CORPORATION
Nonprofit Organization·FORT KENT
ALLIANCE FOR TRAIL VEHICLES OF
Nonprofit Organization·BANGOR
ALL THE PIECES FOUNDATION
Nonprofit Organization·Presque Isle
All Things Become New Inc
Nonprofit Organization·Eagle Lake
Alternative Health Services
Nonprofit Organization·Bangor
ALTERNATIVE HEALTH SERVICES OF ST. JOESPH, INC.
Nonprofit Organization·BANGOR
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Bangor
AMBULANCE SERVICE INC
Nonprofit Organization·FORT KENT
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Fort Fairfield
AMERICAN CASPIAN HORSE REGISTRY CORP
Nonprofit Organization·Monticello
American Federation of Government Employees
Nonprofit Organization·Caribou
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Bangor
AMERICAN GUILD OF ORGANISTS
Nonprofit Organization·Bangor
AMERICAN INNS OF COURT FOUNDATION
Nonprofit Organization·BANGOR
AMERICAN LEGION
Nonprofit Organization·Stockholm
AMERICAN LEGION
Nonprofit Organization·Fort Fairfield
AMERICAN LEGION
Nonprofit Organization·OAKFIELD
AMERICAN LEGION
Nonprofit Organization·Stockholm
AMERICAN LEGION
Nonprofit Organization·Limestone
AMERICAN LEGION
Nonprofit Organization·caribou