E.F. Heagen & Associates

(949) 487-6711

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A Family Firm Working For You

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

We are E.F. Heagen and Associates, a fee-based independent financial services firm dedicated to assisting clients and small business owners with their greatest financial concerns. With more than 30 years of experience, we offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide highly-researched, individuals strategies and educate our clients on their investment options.

We take pride in knowing we have helped business owners, growing families, and retirees pursue their financial dreams. Based in San Juan Capistrano, CA, we serve clients in our community, as well as throughout the United States.

Contact us today to learn more about our services or to set up a first meeting.

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