Insights

Acquisition trigger Recent news of Eagle Financial Group being acquired by John Marshall Bancorp for 253 million creates a near-term sales window to offer integration, data migration, and technology modernization services to the combined entity and legacy operations.

Asset protection focus Eagle Financial Group specializes in asset preservation and retirement planning, presenting opportunities to cross-sell wealth management, estate planning collaborations, and risk management solutions to retirees and clients approaching retirement.

Mid-market potential With 51-200 employees and $50M–$100M revenue, the company sits in a mid-market segment where scalable IT, cybersecurity, and regulatory compliance services tailored to financial services are in demand.

Tech stack alignment Current technologies include AWS, WordPress, Microsoft 365, and Plesk, indicating openness to cloud-based, secure collaboration, and digital customer experience enhancements suitable for modernization projects.

Strategic partnerships Collaborations with estate attorneys and CPAs suggest growth opportunities via partner channels: referral programs, co-branded offerings, and integrated tax planning or estate planning solutions.

Similar companies to Eagle Financial Group, Inc.

Eagle Financial Group, Inc. Tech Stack

Eagle Financial Group, Inc. uses 8 technology products and services including Amazon Web Services, Open Graph, WordPress, and more. Explore Eagle Financial Group, Inc.'s tech stack below.

  • Cloud Hosting
  • Open Graph
    Content Management System
  • Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • WordPress Block Editor
    Page Builders
  • Plesk
    Web Hosting

Eagle Financial Group, Inc.'s Email Address Formats

Eagle Financial Group, Inc. uses at least 7 email formats:
Eagle Financial Group, Inc. Email FormatsExamplePercentage
FLast@clainsurancegrp.comJDoe@clainsurancegrp.com
67%
First.Last@clainsurancegrp.comJohn.Doe@clainsurancegrp.com
33%
FirstL@clausa.comJohnD@clausa.com
58%
FLast@clausa.comJDoe@clausa.com
42%
FirstL@eaglefinancialgroup.comJohnD@eaglefinancialgroup.com
89%
FLast@eaglefinancialgroup.comJDoe@eaglefinancialgroup.com
8%
First@eaglefinancialgroup.comJohn@eaglefinancialgroup.com
3%

Frequently Asked Questions

What is Eagle Financial Group, Inc.'s phone number?

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You can contact Eagle Financial Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Eagle Financial Group, Inc.'s official website and social media links?

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Eagle Financial Group, Inc.'s official website is eaglefinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Eagle Financial Group, Inc. generate?

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As of August 2026, Eagle Financial Group, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Eagle Financial Group, Inc.'s NAICS code?

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Eagle Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Eagle Financial Group, Inc. have currently?

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As of August 2026, Eagle Financial Group, Inc. has approximately 63 employees across 2 continents, including North America and Asia. Key team members include President: W. R., Director Of Client Relations: D. M. and Information Technology Manager: D. C. Explore Eagle Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Eagle Financial Group, Inc. belong to?

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Eagle Financial Group, Inc. operates in the Financial Services industry.

What technology does Eagle Financial Group, Inc. use?

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Eagle Financial Group, Inc.'s tech stack includes Amazon Web Services, Open Graph, WordPress, Microsoft 365, Google Fonts API, Twemoji, WordPress Block Editor and Plesk.

What is Eagle Financial Group, Inc.'s email format?

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Eagle Financial Group, Inc.'s email format typically follows the pattern of FLast@clainsurancegrp.com. Find more Eagle Financial Group, Inc. email formats with LeadIQ.

When was Eagle Financial Group, Inc. founded?

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Eagle Financial Group, Inc. was founded in 1984.
Eagle Financial Group, Inc. logo

Eagle Financial Group, Inc.

Financial ServicesTexas, United States51-200 Employees

Eagle Financial Group, Inc. operates in the financial services sector and is based in Frisco, Texas. The firm concentrates on preserving clients' assets, with particular focus on individuals who are retired or nearing retirement. Its professionals coordinate with estate attorneys and CPAs to support tax planning and arrangements related to estate transfer.

The client base consists of individuals seeking asset preservation and orderly transfer of wealth to heirs. As a mid-sized firm, Eagle Financial Group emphasizes asset protection and collaborative planning with other professionals to address retirement and estate needs.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Eagle Financial Group, Inc.'s revenue is estimated to be in the range of $50M - $100M

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