Eagle Point Investment Advisors is committed to your financial well-being. Our clients are accomplished individuals, families, business owners, executive and retirees who are motivated to seek out and implement the advice and guidance best suited to their needs. We seek to provide each of our clients with the increased clarity and confidence in knowing where you stand at all times along the path to pursuing your life goals.
Our team understands the complex needs of individual's families and businesses in today's rapidly changing financial and economic climate. Whether you are an individual looking out for your future or an employer looking after your company, you can count on us to help you navigate toward all your financial goals.
Our team understands the complex needs of individual's families and businesses in today's rapidly changing financial and economic climate. Whether you are an individual looking out for your future or an employer looking after your company, you can count on us to help you navigate toward all your financial goals.
Services
We believe that proactive and open communication with your tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best-help their clients attain their financial goals and fulfill their dreams.LPL Financial understands that providing Americans with objective investment advice is critical to their financial security.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best-help their clients attain their financial goals and fulfill their dreams.LPL Financial understands that providing Americans with objective investment advice is critical to their financial security.
Ed Hickey has more than 20 years of experience in retirement planning and asset management. He serves a broad range of client needs from financial planning and wealth management for individuals and families, to retirement plan consulting for businesses and corporations seeking experienced and knowledgeable advice in a rapidly changing regulatory environment.
Scott L. Dudley brings more than 20 years of financial services industry experience to individuals and business owners seeking objective financial guidance from a fiduciary perspective. For more than a decade, he has focused on advising business owners and corporate clients throughout major shifts in the economic and retirement plan landscapes, assisting with plan design, fiduciary support and asset management advice.
William (Bill) Haddad is a wealth advisor with more than 30 years financial services industry experience. For the past 23 years he has specialized in providing financial and investment advice, and pension and retirement plan consulting services to individuals, business owners and corporations.
He applies his experience to providing retirement plan clients with a deeper understanding of today's complex regulatory environment and insight into DOL audit requirements.Bill believes that a comprehensive fiduciary assessment can prove invaluable in proactively identifying risks, recommending corrective actions with the goal to save businesses significant time and money.
He applies his experience to providing retirement plan clients with a deeper understanding of today's complex regulatory environment and insight into DOL audit requirements.Bill believes that a comprehensive fiduciary assessment can prove invaluable in proactively identifying risks, recommending corrective actions with the goal to save businesses significant time and money.
Reviews
Be the first to review Eagle Point Investment Advisors.
Write a Review
