First Wealth Financial Services (San Francisco, CA)

100 Pine Street, Suite 3000 San Francisco, CA

Eagle Strategies Corp., A Registered Investment Adviser, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

Contact Information

About mi Business

About mi Financial Service

Financial Service Category
Retirement Planning, Financial Insurance / Protection, Education Financial Planning, Tax Preparation / Income Tax , Charitable Giving

Services Provided & Rates

Service Name

Duration

Rate

Description

Fee-based Financial Planning

  

500

Where you pay a fee based upon a combination of your income and your total assets. These fees are negotiable.The initial consultation is free.

The Staff

Name

Role

Bob Ree

Separately registered as an investment adviser representative with Eagle Strategies Corp., a Registered Investment Adviser, offering advisory services.
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