Eagle Financial Services

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Eagle Financial Services (EFS) is a financial services company that provides a wide range of financial solutions to individuals and businesses alike. The company was founded in 2007 and is headquartered in New York City. EFS offers services in areas such as wealth management, investment banking, lending, and insurance. The company prides itself on its personalized approach to financial planning, tailoring its services to meet the individual needs and goals of each client.
EFS has a team of experienced financial advisors, portfolio managers, and other professionals who work together to provide comprehensive financial advice and strategies to help clients reach their financial goals. The company also has partnerships with leading financial institutions, allowing clients to access a diverse range of financial products and services.
In addition to its core services, EFS is committed to giving back to the community through various charitable initiatives and partnerships. The company supports a variety of causes, including education, healthcare, and environmental conservation.
EFS is known for its commitment to transparency and high ethical standards, earning the trust and loyalty of its clients. The company continues to grow and expand its services, with a focus on providing innovative and personalized financial solutions to its clients.

1. Strong focus on customer satisfaction: Eagle Financial Services is known for providing exceptional customer service and putting their clients' needs first.
2. Experienced team: The company has a team of highly experienced and knowledgeable professionals who have a deep understanding of the financial services industry.
3. Wide range of services: Eagle Financial Services offers a wide range of financial services, including investment management, retirement planning, insurance, and tax planning, making it a one-stop-shop for all financial needs.
4. Personalized approach: The company takes a personalized approach to each client and creates customized financial strategies based on their unique goals and priorities.
5. Advanced technology: Eagle Financial Services utilizes advanced technology to streamline and simplify the financial planning process, making it easier for clients to track their investments and progress towards their goals.
6. Transparent and ethical practices: The company follows a strict code of ethics and is committed to transparency in all their dealings, ensuring that clients can trust and rely on their services.
7. Community involvement: Eagle Financial Services is actively involved in supporting local communities and charities, demonstrating their commitment to making a positive impact beyond their business.
8. Award-winning: The company has been recognized for its excellence in the financial services industry, winning awards such as the 2020 InvestmentNews Best Places to Work for Financial Advisers and the 2020 Florida Trend's Best Companies to Work for in Florida.

The Eagle Financial Services company's business model is based on providing a wide range of financial services, including banking, insurance, investment management, and financial planning, to individual and corporate clients. The company aims to provide personalized and comprehensive solutions to meet the financial needs of its customers and help them achieve their financial goals. The company generates revenue through fees, interest income, and commissions from its various financial products and services. It also focuses on building long-term relationships with its clients to ensure repeat business and referrals. Additionally, the company may invest its own capital in various financial instruments to generate additional income.

1. Eagle Financial Services was founded in 1956 as First Eagle Loan Corporation, serving the financial needs of residents in Roanoke, Virginia.
2. The company was acquired by BB&T (now Truist) in 1992 and rebranded as First Liberty Financial Corporation.
3. In 2000, First Liberty Financial Corporation merged with BB&T’s subsidiary Southern National Bank and became First Union National Bank of Virginia.
4. In 2002, First Union National Bank of Virginia rebranded as BB&T and began operating under the BB&T name.
5. In 2019, BB&T merged with SunTrust Bank to become Truist and Eagle Financial Services now operates under the Truist Financial Corporation.
6. Eagle Financial Services is a community bank that offers a range of financial products and services, including personal and business banking, loans, and investment services.
7. As of 2021, Eagle Financial Services has 10 banking locations across Virginia, with its headquarters in Roanoke.
8. In addition to traditional banking services, Eagle Financial Services also offers online and mobile banking options for convenient and secure access to accounts.
9. The company is committed to giving back to the community and supports various organizations and events, including the United Way, Habitat for Humanity, and local schools and sports teams.
10. In 2020, the company changed its name to Eagle Bank and Trust Company, following the integration of its parent company Truist.