Wealth Management

Driven by your Success! Dedicated to meet your Financial Goals!

At New Eagle Wealth Management, we believe our number one priority is to make you, our clients, financially successful. We take a consultative approach to uncover what’s important to you and your family and then develop a plan that will pursue those goals and objectives. In order to be financially successful you need someone who will take the time to understand any personal circumstances or external influences that could be a factor in your particular situation.

Wealth planning can only happen when you are working with someone who realizes that wealth planning is more than just about retirement or transferring of your estate, but how to fully meet your goals and objectives today.

We believe that through research and our relationships with our product carriers we will work to help you pursue your goals and objectives to make you financially successful.

As a division of The New Eagle Group we are able to draw expertise from our in-house tax service, property and casualty insurance and real-estate businesses are complementing your personal needs as well. This is one more way we are committed to doing the right thing for our clients.

We believe that taking care of your family is as important to us as it is to you. Call Michelle or Julie today!

About Us

New Eagle Wealth Management is a division of The New Eagle Group. We believe in order to provide you with the best recommendations it’s important to understand your whole financial picture. Our businesses compliment each other to give us a better understanding of your tax, insurance and financial needs to better serve you.

Our Team

Michelle Murdock

Michelle joined New Eagle Wealth Management in early 2015 as a Financial Adviser. She is curently licensed in Iowa, Illinois, Wisconsin, Colorado, Florida, Washington and Texas. Prior to joining NEWM, Michelle worked at Illinois Bank & Trust, a Heartland Financial Bank, and has over 12 years of experience in the financial industry. Michelle will apply her expertise by working with clients to develop a financial plan that will meet their current and future goals. Michelle will also work with small businesses to help provide retirement solutions for themselves and their employees.

Michelle received her Bachelor’s of Business degree in sales and marketing from Western Illinois University and currently holds her Series 7 and 66 licenses and Life and Health Insurance licenses.

Michelle lives in Galena with her husband, Toben, and three boys.

Products

With so many products available in today’s marketplace we will do the research for you to find the right product or service to match your financial needs.

For a financial solution to meet your wealth management needs, please call Michelle Murdock or Julie Ormord today at 563.582.2376.

Services


Financial Calculators

Contact Us

new-eagle-contact-pin

3250 Kennedy Circle – Suite 7
Dubuque, IA 52002

Wealth Management

Driven by your Success! Dedicated to meet your Financial Goals!

At New Eagle Wealth Management, we believe our number one priority is to make you, our clients, financially successful. We take a consultative approach to uncover what’s important to you and your family and then develop a plan that will pursue those goals and objectives. In order to be financially successful you need someone who will take the time to understand any personal circumstances or external influences that could be a factor in your particular situation.

Wealth planning can only happen when you are working with someone who realizes that wealth planning is more than just about retirement or transferring of your estate, but how to fully meet your goals and objectives today.

We believe that through research and our relationships with our product carriers we will work to help you pursue your goals and objectives to make you financially successful.

As a division of The New Eagle Group we are able to draw expertise from our in-house tax service, property and casualty insurance and real-estate businesses are complementing your personal needs as well. This is one more way we are committed to doing the right thing for our clients.

We believe that taking care of your family is as important to us as it is to you. Call Michelle or Julie today!

About Us

New Eagle Wealth Management is a division of The New Eagle Group. We believe in order to provide you with the best recommendations it’s important to understand your whole financial picture. Our businesses compliment each other to give us a better understanding of your tax, insurance and financial needs to better serve you.

Our Team

Michelle Murdock

Michelle joined New Eagle Wealth Management in early 2015 as a Financial Adviser. She is curently licensed in Iowa, Illinois, Wisconsin, Colorado, Florida, Washington and Texas. Prior to joining NEWM, Michelle worked at Illinois Bank & Trust, a Heartland Financial Bank, and has over 12 years of experience in the financial industry. Michelle will apply her expertise by working with clients to develop a financial plan that will meet their current and future goals. Michelle will also work with small businesses to help provide retirement solutions for themselves and their employees.

Michelle received her Bachelor’s of Business degree in sales and marketing from Western Illinois University and currently holds her Series 7 and 66 licenses and Life and Health Insurance licenses.

Michelle lives in Galena with her husband, Toben, and three boys.

Products

With so many products available in today’s marketplace we will do the research for you to find the right product or service to match your financial needs.

For a financial solution to meet your wealth management needs, please call Michelle Murdock or Julie Ormord today at 563.582.2376.

Services


Financial Calculators

Contact Us

new-eagle-contact-pin

3250 Kennedy Circle – Suite 7
Dubuque, IA 52002