Schedule Appointment with Eddy Financial

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Bob Eddy, MBA, ChFC®, CLU® Andrew D. Eddy, AIF®, ChFC®, CLU®, CFP®

Eddy Financial is a wealth management advisory firm established by Bob Eddy, MBA, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience. You work hard for your money. We'll work hard to help protect it.

100 Wilshire Blvd., Suite 700, Santa Monica, CA 90401

(310) 451-3339 letstalk@eddyfinancial.com

1 Choose Appointment

Complimentary Telephone Discovery Call (ON THE PHONE - 20)

20 minutes

This is NOT a sales call. How can we help you?

• Schedule this session to ask questions and determine if our expertise matches your needs.
• At the conclusion of this call, you will understand if it makes sense to continue with a meeting.

Remember, you don't need to have all your financial documents, etc. in order to schedule a time to connect.

Complimentary Discovery Conference (VIDEO-CONFERENCE - 20)

20 minutes

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1 Choose Appointment

2 Your Information

3 Confirmation