About Us

"Guiding Your Financial Future With Leadership & Integrity"

At Brent Agee Financial & Insurance Services, we are committed to earning our clients' trust everyday. By working together we are confident that we can help you achieve your financial goals and secure your financial future.

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.

Because we know your objectives may change over time, we approach financial planning* as a dynamic, ongoing process that takes into account your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.



*Financial Planning is offered by David Agee as an Investment Adviser Representative for Eagle Strategies LLC, A Registered Investment Adviser.

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