Eddy Financial

Description

• Eddy Financial is a wealth management advisory firm led by Bob Eddy, MBA, CFP®, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients.Eddy Financial is built on four core principles:Tailored Comprehensive SolutionsWe are unwavering in providing solutions that meet your needs and simplify your financial life.Accountability We say what we do, and do what we say, we are fiduciaries, which means we act in your best interest always.Integrity and Trust Over the last 40 years, Bob Eddy has been a leading voice for ethical practices in the investment community.Strategic Approach We take a strategic approach and our goal is to help you live comfortably today and to protect your legacy for the future.Disclaimer:Eddy Financial and the below firms are independent and non-affiliated.Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC/lincolninvestment.com
• 

  Headquarters:100 Wilshire Boulevard Suite 700, Santa Monica, California, United States

  More
• 

  Phone Number: +1 310-451-3339

• 

  Website: https://www.eddyfinancial.com

• 

  Employees:4

• 

  Revenue:$1 - 10M

• 

  Legal Name:Eddy Financial

• Eddy Financial's Social Media

  
• Is this data correct?

• |  NAICS Code: 523920  |

  Show More