Eddy Company, LLC

Serves Newburyport, MA

35244

Hired 99 times

1 employee

11 years in business

Not yet available

4.9

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Stripe, Venmo, and Zelle.

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Credentials

License

License Holder: Brian Eddy
License Type: Brokerage Firm (Securities) (MA)
License number: #172098
License verified on 1/5/2025
Valid through 1/5/2027
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Background Check

Brian Eddy
Completed on 8/12/2021

Introduction

I have a versatile toolbox of skills from tax planning and budgeting to financial consulting. My customers are treated like family and my hope is that every one will end up as a long term relationship. The founder has 20 years of investment and tax planning experience. Please contact us for more information and to talk to an advisor.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

I give quotes on tax preparation based on the complexity and timing of the deadline. However, if someone opens an investment account with me in the amount of $50K or more, I include tax preparation with the assets-under-management fee.

What is your typical process for working with a new customer?

A client can either work in person or remotely. With the dawn of the technological age, I am able to use secure platforms to work remotely with clients throughout the country. For investment planning, I will generally have an initial free consultation to ascertain a background. Then I will do a general overview of my investment management capabilities. For tax preparation services, I will generally look at previous returns and current year documents, then give a price estimate of my services. I will then send the client an engagement letter as well as an invitation to Dropbox so that we can share documents going forward.

What education and/or training do you have that relates to your work?

Yes, the continuing education requirements in my line of work is extensive. For the CFP certificate for example, the requirement is 25-30 hours a year in continuing education classes.

How did you get started doing this type of work?

I started getting interested in the stock market and investment/tax planning in the late 1990's. Since then, I have gotten my MBA and other credentials, continually motivated to learn as much as possible about the field, which is always changing.

What types of customers have you worked with?

Tax prep. (business and individual), Financial Planning, Portfolio Construction, Investments

Describe a recent project you are fond of. How long did it take?

I recently did a tax return in which there was a lot of research needed to get this client a solid refund. He was a student in the Harvard MBA program.

What advice would you give a customer looking to hire a provider in your area of work?

Please do your "due diligence" and read my reviews. As my customers will attest, I work hard to continue our relationship and offer as many services as possible.

What questions should customers think through before talking to professionals about their project?

I wish that my customers were more aware of the ethical obligations that come with the maintenance of my credentials. I am required to sign a pledge every year in which I admit to any ethical wrongdoings during the year. This is unique, and I wish that my customers knew my high ethical obligations.