Welcome to Egge Financial online, an independent financial firm dedicated to helping clients establish and maintain their long-term financial goals. Employing our extensive knowledge, expertise, and financial tools, we have the ability to assist clients with a broad range of financial services.
Our ideal client is not based on size of account or assets but more on a desire to be diligent in reaching their financial goals and objectives. I have always had the philosophy that "you get an oak tree from an acorn." I am ready to help everyone. Some of the big firms have account size limitations. Not me. I think everyone deserves to be intelligently guided with their financial planning. I help clients in a variety of ways from college planning for the kids, retirement plans, 401(k) and IRA rollovers, retirement income planning, etc.
If you are a current client, you will find links to:
- Access your account
- Make appointments with us
- Get up-to-date stock market information
- View other useful resources that can help empower you to become a more knowledgeable investor
If you are not currently acquainted with our firm, we have established this website as a way for you to become more familiar with us and understand how we can help you pursue your financial goals.
We appreciate your interest in Egge Financial, LLC, and sincerely look forward to serving you.