Managing Partner Robert Eddy Jr., CLU®, ChFC®, REBC®, has more than three decades experience providing professional financial guidance to individuals and business leaders alike. His commitment to learning, industry involvement and experience has led to the valuable knowledge that he offers to his clients.
Robert has a broad range of experience including :
- Comprehensive Financial Planning
- Investment Management
- Insurance Planning Services
- Business Succession Planning
- Corporate Retirement Plans and Executive Benefits
- Estate and Charitable Planning Strategies