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      Details

      Automatically Allocated • Professionally Managed

      General Info

      Eureka Wealth Solutions is a hybrid financial advisor. We provide a full financial oversight over your financial decisions or step back and handle your investing needs with as little interaction as you would like. We specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for the clients, we also provide customized portfolios based on your values and passions. Whatever your personal situation, your goals and values, or your investable capital, we?ll work with you to create a portfolio that is right for you.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 646-927-0871

      ExtraTollFree - 855-737-7227

      Address:
      300 E 74th St New York, NY 10021
      Link:

      Primary Website

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      Categories
      Investment Management, Financial Services, Investment Advisory Service, Retirement Planning Services
      Neighborhoods
      Upper East Side, Upper Manhattan
      AKA

      Passed Pawn Advisors

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.