T.L. EDDY FINANCIAL SERVICES, INC.
T.L. EDDY FINANCIAL SERVICES, INC. is a leading financial firm that prides itself on providing expert financial advice and services to their clients. With a team of experienced and knowledgeable advisors, they have helped numerous individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial plans tailored to each client’s unique needs and goals.
- Offer a wide range of financial services, including investment strategies, retirement planning, tax planning, and more.
- Stay up-to-date with current market trends and economic news to provide informed advice to clients.
- Work closely with clients to understand their financial situation and provide ongoing support and guidance.
Facts and Insights
T.L. EDDY FINANCIAL SERVICES, INC. has been in business for over 20 years, during which they have built a strong reputation for their quality services and commitment to client satisfaction. With a team of over 50 advisors, they have a wealth of knowledge and expertise to offer their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 50+ | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
- And more
Client Types
T.L. EDDY FINANCIAL SERVICES, INC. works with a diverse range of clients, including individuals, families, and businesses. They have the expertise to cater to clients at different stages of life and with varying financial needs.
Fees & Compensation
As a fee-only firm, T.L. EDDY FINANCIAL SERVICES, INC. charges a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients’, and they do not receive commissions or incentives for recommending certain products or services.
Background
The founder of T.L. EDDY FINANCIAL SERVICES, INC., T.L. Eddy, has over 30 years of experience in the financial industry and has assembled a team of top-notch advisors to provide exceptional services to clients. Their team is committed to staying up-to-date with the latest industry developments and regulations to provide transparent and ethical services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, T.L. EDDY FINANCIAL SERVICES, INC. is required to disclose any potential conflicts of interest to their clients. They have a fiduciary responsibility, meaning they must always act in their clients’ best interests.