Business Details
We are Eddy Company, a leading accounting and investment management firm dedicated to providing modern, technologically advanced services. With extensive industry experience spanning many years, we have honed specialized skills in feeonly investment management, comprehensive tax preparation, and integrative financial planning. Our team leverages cuttingedge platforms to deliver seamless, clientfocused solutions that simplify complex financial tasks. We prioritize professional standards, maintaining full FINRA compliance and membership in SIPC and NYSE. This commitment ensures transparent, trustworthy guidance for every client we serve. All clients with open investment accounts receive complimentary individual tax preparation and filing, reflecting our dedication to added value.
We continuously invest in the latest technologies to keep our services ahead of the everchanging financial landscape. Our personalized approach builds longterm relationships based on integrity and client satisfaction. We solve complex financial challenges by aligning our interests with those of our clients through a feeonly structure. Our extensive experience enables us to provide reliable, accurate accounting and investment strategies tailored to each clients goals. We look forward to earning your business and delivering an enjoyable, seamless experience.
We continuously invest in the latest technologies to keep our services ahead of the everchanging financial landscape. Our personalized approach builds longterm relationships based on integrity and client satisfaction. We solve complex financial challenges by aligning our interests with those of our clients through a feeonly structure. Our extensive experience enables us to provide reliable, accurate accounting and investment strategies tailored to each clients goals. We look forward to earning your business and delivering an enjoyable, seamless experience.
Highlights and features
- We use a feeonly structure aligning our interests.
- We provide online account access for realtime portfolio monitoring.
- We conduct regular portfolio reviews to optimize performance.
- We deliver free individual tax preparation for open investment accounts.
- We are FINRAregistered, SIPCinsured, and NYSEmember for regulatory trust.
Services
Investment Management
We provide ongoing investment management using a feeonly structure that aligns our interests with clients. Our target audience includes individuals, couples, corporations, and nonprofit organizations seeking longterm wealth growth. Clients benefit from regular portfolio reviews, modern online access, and customized strategies that enhance performance.
Tax Preparation
We offer tax preparation for individuals, couples, S corporations, LLCs, partnerships, and nonprofits. Our service targets taxpayers seeking accurate, timely filings that comply with 2026 season instructions. Clients receive free filing when they have open investment accounts, ensuring convenience and cost savings.
Accounting Services
We deliver comprehensive accounting services tailored to businesses and individuals. Our expertise serves a wide range of entities, including S corps, LLCs, partnerships, and nonprofits. Clients enjoy accurate financial statements, timely filings, and seamless integration with our investment management solutions.
Portfolio Reviews
We conduct regular portfolio reviews to monitor performance, rebalance holdings, and align investments with client goals. Our target audience includes individual investors, retirees, and corporate entities seeking optimized returns and risk mitigation. Clients receive timely insights, reduced fees, and personalized recommendations that improve portfolio performance and confidence.
