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Eclectic Associates

Financial Services

Specialities :
Financial planning advice
Retirement planning
Investment management
Ira distribution and planning
Educational funding advice

+3

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Eclectic Associates

What does Eclectic associates do?+

At Eclectic Associates, we offer what we call the essentials of good financial planning. That means we dont give promises that we cant back up but, rather, offer the support of an experienced team and a comprehensive financial plan that puts your best interests first. Based in Fullerton, California, we are an independent, fee-only Registered Investment Advisory firm serving individuals and families throughout Orange and Los Angeles counties, as well as throughout the country. We place you, the client, at the center of everything we do. Because of this, we are different from most advisors for the following reasons: 1....

What are Eclectic associates's specialties? +

Financial planning advice,retirement planning,investment management,ira distribution and planning,educational funding advice,tax planning,estate planning review,and fee-only fiduciaries

What is Eclectic associates's industry? +

Eclectic associates operates in the Financial services industry.

What is Eclectic associates's revenue? +

Eclectic associates's revenue is 11m - 100m

What is Eclectic associates's company size? +

Eclectic associates has 11 - 50 employees.

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