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Eagle Financial Group was founded by Charles A. Loper, Jr. and has been in the business of preserving people’s assets since 1984. All of Eagle Financial Group’s insurance representatives have specialized knowledge in assisting our clients with issues that are of particular interest to the retired and soon to retire. Eagle Financial Group agents and staff members are trained to assist our clients in preserving their assets. In addition to working with our clients’ estate attorneys, Eagle Financial Group works with other profe... read more
9300 Wade Boulevard, Frisco, TX, 75035, United States
Get directionsWeekday | Schedule | Status |
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Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
My husband & I bought a Trust with this company in 2018. They have always been very professional in our dealings with them. My husband past away in February and they came out in a timely manner and helped me with everything I needed on that visit .( visit was no extra cost to me) . I have nothing except good recommendation for them.
The attorney made a short phone call to my wife woke her up sleeping days for work We told them that but did anyway. After this poor communication attorney drew up Trust papers to sign. Do not feel this is good service. It appears they are not Fiduciary relationship. Sounds like they advise and charge you for it. Agents are Licensed Insurance representatives not Financial planners.
Eagle Financial Group has the best General Counsel I have ever seen. A very organized and well run company.
In all of my dealings with this company, they have been wonderful. Highly recommend!
Do not work with this company. They threaten and belittle you if you don’t use their services. They will also blow up your phone and messages with threats. DO NOT USE THEM.
Eagle Financial Group has a 4.9 star rating with 7 reviews.
Eagle Financial Group is open now. It will close at 5:00 p.m.