About EDDY FINANCIAL, LLC
EDDY FINANCIAL, LLC is a reputable financial advisory firm that provides expert guidance and support to its clients. With a team of highly experienced and knowledgeable advisors, EDDY FINANCIAL, LLC is committed to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- EDDY FINANCIAL, LLC offers personalized financial advice tailored to the specific needs and goals of each client.
- The firm assists clients in creating and implementing effective financial strategies to secure their financial future.
- They provide ongoing support and guidance to help clients navigate through life’s financial milestones.
- EDDY FINANCIAL, LLC believes in building strong and trusting relationships with their clients to ensure their financial success.
Facts and Insights
EDDY FINANCIAL, LLC is a successful and well-established financial advisory firm that has been in business for over 10 years. As of 2020, the firm manages assets worth over $100 million and has a team of 15 experienced and qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2009 | $100 million+ | 15 |
Financial Services Offered
EDDY FINANCIAL, LLC offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides guidance on budgeting, debt management, and college savings.
Client Types
EDDY FINANCIAL, LLC works with a diverse range of clients, including individuals, families, and businesses. They cater to all income levels and help clients from various industries and professions to manage their finances and reach their financial goals.
Fees & Compensation
EDDY FINANCIAL, LLC follows a fee-based compensation structure, which means they charge a percentage of the assets they manage for their clients. The firm is committed to transparent and ethical practices and always discloses their fees and compensation to their clients upfront.
Background
EDDY FINANCIAL, LLC was founded by Mr. John Eddy, a highly respected and experienced financial advisor. With over 20 years of experience in the financial industry, Mr. Eddy has built a successful and reputable firm that is known for its quality services and client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, EDDY FINANCIAL, LLC is required to make certain disclosures to their clients. These disclosures may include information about the firm’s ownership, affiliations, fees, and potential conflicts of interest. Clients are encouraged to carefully review these disclosures and discuss any concerns with their advisor.