ETA Investments

Professional advice and guidance to help
you be confident about your future.

Financial planning and investing are all about preparing for the future. Where you want to be in 10, 20, or 30 years. What kind of lifestyle you want to enjoy and what kind of legacy you want to leave.

At ETA Investments, we understand how important it is for our clients to know they have established the right goals, made the appropriate financial choices, and are on track to achieve their objectives.

It’s all about giving you confidence. Working closely with you to carefully craft a detailed financial plan. Giving you clear, easy-to-understand explanations of financial products and services. And building a lasting relationship so we adjust your plan to reflect personal and financial changes over the years. So you’ll know you’re moving in the right direction and preparing for a financially secure and rewarding future.

What makes ETA Investments different?

Our people and our firm are part of the community.

We’ve been working with families, individuals, and businesses in this community for a while. We are personally connected to our clients and all the people here. And we want to do everything we can to help our clients, our neighbors, and our community achieve their long-term financial goals.

Our team is comprised of skilled, knowledgeable professionals.

Everyone at ETA Investments has extensive personal and professional experience, and many hold respected professional designations. All our qualified representatives are licensed to offer clients a variety of investment and insurance products.

We’re in this for the long term.

We don’t just want to create a plan, build a portfolio, and wish you good luck. We want to build a lasting relationship with you so we can help you manage you finances and portfolio over time to ensure objectives are met.

Integrity is at the core of everything we do.

When you’re helping people invest their savings and plan for the future, trust is essential. At ETA Investments, we understand trust is not given, it must be earned. So in every situation we conduct ourselves in the most professional and ethical manner. We treat all of our clients with the upmost respect, and we work hard to earn your trust every single day.