The Eddy Investment Group
At The Eddy Investment Group we work with successful individuals, families and small businesses to help them navigate complex situations with customized wealth planning. Through collaboration with their CPAs and Estate Planning Attorneys we develop and implement strategies for building wealth and pursuing their goals through generations, giving them confidence.
The foundation of everything we do is listening to our clients to best serve them and help understand how a financial decision will affect other areas of their lives. We strive to build long-term relationships based on mutual trust, respect and integrity and our clients become our friends as we work with people we enjoy and who share our values.