PortfolioFix LLC-Brian Eddy, CFA978-922-0435
CLOSED NOW - Opens at 8:00am
CLOSED NOW - Opens at 8:00am
100 Cummings Ctr Ste 207-p, Beverly, MA 01915
100 Cummings Ctr Ste 207-p, Beverly, MA 01915
Website
EmailEddy Company, LLC is a fee-only financial planning, wealth management, and tax preparation/planning firm launched and operated by Brian Eddy, MBA, CFA, CFP(r). Brian has over 16 years of investment management and taxation experience at large and small investment firms. He understands the evolving nature of the investment management business. Therefore he integrates financial planning and tax preparation into his business offerings. The firm uses low cost fund choices to lower overall fund expenses. Contact the firm to receive a free initial consultation. Brian holds an MBA from Boston University, and a B.S. from Gordon College. He is a Certified Financial Planner and holds the CFA Charter. He also holds a FINRA series 65 license. Eddy Company, LLC is a registered investment advisory firm in Massachusetts.Securities offered by Interactive Brokers, LLC. Member SIPC/FINRA.
More Business Info
Tailored Planning, Reasonable Fees
- Hours
- Regular Hours
Mon - Fri: Sat: Sun Closed - Services/Products
- Ongoing Asset Management, Financial Planning, Tax Preparation (State & Federal), Second Opinion on Investments or Current Financial Plan, Retirement Planning Strategies, Advice on allocation of 401(K) investments, Cash Flow Spending Plan, College Funding Advice, Financial Seminars, Employee Financial Education, Distance/Virtual Planning
- Payment method
- all major credit cards, debit, discover, mastercard, paypal, visa
- Location
- 100 Cummings Center Building,2nd Floor, Suite 207-P, Beverly, MA 01915
- Accreditation
CFP(R)
CFA
- Associations
- Essex County Estate Planning Society, Boston Security Analyst Society, CFA Institute, Cape Ann Chamber of Commerce, Gloucester Rotary
- Other Link
- Categories
- Mutual Funds, Financing Consultants, Financing Services, Investments, Retirement Planning Services