How You Benefit From Our Partners

When you do business with us, you benefit from a strategic team of world-renowned professionals.

Professional Services Network

Our clients have access to the Professional Service Network of local financial professionals we’ve developed over the last 25 years in the greater Sacramento area. Their expertise includes Estate, Business and Succession Planning, Special Needs, Divorce, Asset Protection, Real Estate and Mortgage Bankers as well as all types of Accounting and Tax Planning.

Raymond James

American Eagle Wealth Advisors is proud to offer all securities through our broker/dealer, Raymond James Financial Services, member FINRA/SIPC.

The firm has an unwavering commitment to its founding core values of putting clients first, conservatism, independence, and integrity. Despite the financial turmoil of the past few years, Raymond James has delivered 93 consecutive quarters of profitability, reinforcing its reputation as a pillar of stability for clients and their advisors.

In May 2011 SmartMoney named Raymond James the best full-service broker in its 2011 Annual Broker Survey for the third time in four years. In fact, Raymond James was one of only two full-service brokers in the survey whose model portfolios beat the S&P 500.

In April 2011 the Wall Street Journal ranked seven Raymond James analysts as Master Stock Pickers for 2010 as part of its 19th annual "Best on the Street" survey.

In March 2011 Fortune magazine ranked Raymond James Financial the fourth most admired securities company in the world. The survey involved 673 companies from 32 countries. Judging was based on attributes such as quality of management, products, services, and social responsibility.

The Firm Has An Individual Client Focus

Raymond James is a firm with its roots in the business of providing financial guidance and planning to individual investors and families. This remains the firm's primary business today.

Raymond James has been a leader in the industry with client-focused decision-making since the company’s founding in 1962.

Full Resources Of A Large, Multinational Financial Services Firm

Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. The company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

A Culture Of Independence And Objectivity

As financial advisors, we are given flexibility and independence to serve our clients without a corporate "push" of proprietary products.

We have access to one of the widest platforms of product choices and account types in our industry with access to over 8,500 mutual funds, 100 money managers, and 60 insurance carriers.

* The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the "2009 Best on the Street Analysts Survey" were performed by FactSet Research Systems Inc.