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ABOUT US
New Eagle Wealth Management is a division of The New Eagle Group. We believe in order to provide you with the best recommendations it’s important to understand your whole financial picture. Our businesses complement each other to give us a better understanding of your tax, insurance, and financial needs to better serve you.
We are here to help you! Please call our office at 563-582-2376 or submit a request online. We will be more than happy to set-up an appointment!
IOWA
ILLINOIS
WISCONSIN
Meet Melissa
Melissa has joined New Eagle Wealth Management as a Financial Advisor. Prior to joining NEWM, Melissa worked at a local Credit Union for over 13 years where she was a licensed Administrative Assistant to other Financial Advisors and then transitioned into a Financial Advisor herself. Melissa will provide you with guidance tailored to the unique needs of your financial goals, whether it’s saving for retirement, education planning, 401k rollovers or life insurance. Melissa also works with small businesses to help provide retirement solutions for themselves and their employees.
Melissa received her Bachelor’s of Science degree from University of Dubuque and currently holds her Series 7 and 66 licenses and Life and Health Insurance licenses. She is currently licensed in Iowa, Illinois, Wisconsin, Colorado, Florida, Washington, and Texas.
WHO & HOW WE HELP
With so many products available in today’s marketplace we will do the research for you to find the right product or service to match your financial needs.
For a financial solution to meet your wealth management needs, please call Melissa at 563.582.2376.
Our Companies
Financial Planning/Investment Guidance
It is important to create a strategic portfolio built around your unique goals. How will you know your future without a financial plan? We can help you get one started.
FREE TOOLS
We have tools available to help you calculate the value of your future. Try these out and call us to help you get started.
Social Security Estimator Life Insurance Estimator
