Financial advisor near me: We are nearby financial advisors at the corner of Ocean Avenue and Wilshire Blvd, in Santa Monica,CA.
We would be honored to meet, FaceTime/Skype, or speak on the phone for a complimentary consultation.
Eddy Financial has been built on a foundation of integrity and trust. We are passionate advocates for ethical practices in the financial community. As an independent firm, Bob and Andrew continually seek out best of breed solutions for our clients within the investment community. We are not tied to one particular company or product set, so we are able to provide a tailored solution that truly addresses your financial situation. As fiduciaries, we always act in the best interests of our clients. The fiduciary standard is a deeper commitment than the suitability standard, to which some financial professionals are required to adhere.
We would welcome the opportunity to speak or correspond with you directly to answer any questions you may have of us.