Matthew Scott Zajac

Eagle Financial Advisors, LLC

9 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingInsurance Planning

Eagle Financial Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

373 clients

Average Client Portfolio

$233K average

Assets Under Management

$87.0M

Location

Ronchester Hills, MI

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Matthew is an insurance agent with CLA USA Inc. and Eagle Financial Group since 2002.

Employment History

Current Registrations

Eagle Financial Advisors, LLC

December 2015 - Present · 10 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.