Tailored Planning, Reasonable Fees

General Info

Eddy 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.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm
Sat	9:00 am - 2:00 pm
Sun	Closed

Contact Info

Phone:

Main - 978-922-0435

Address:

100 Cummings Ctr Ste 207-p Beverly, MA 01915

Email:

Contact Us

Link:

http://www.eddycompany.com

Categories

Mutual Funds, Financing Consultants, Financing Services, Investments, Retirement Planning Services

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 Options

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