Business Details
8 Years
experience
Your Trusted Partner for Accounting & Investment Solutions
At Eddy Company, we uphold the timeless principles of the accounting and investment professions while embracing modern technological advancements to deliver seamless, client-centric services. Our approach combines extensive industry experience with cutting-edge platforms, ensuring your accounting and investment management needs are met with efficiency and expertise. We prioritize integrative financial planning and long-term relationships, offering complimentary individual tax preparation and filing services to clients with open investment accounts.Our commitment to aligning interests through a fee-only structure and regular portfolio reviews reflects our dedication to transparency and client satisfaction. Founded on values of innovation and service excellence, we are poised to make your financial journey both straightforward and rewarding.
Services
Investment Management
Tax Preparation
Portfolio Reviews
Fee-Only Advisory
Business Tax Services
Online Account Access
Details
- Year established: 2018
Highlights and features
- We combine extensive industry experience with modern technological platforms for seamless service delivery.
- Clients with investment accounts receive complimentary individual tax preparation and filing services.
- Our fee-only structure aligns interests and ensures transparent, conflict-free advisory services.
- We prioritize integrative financial planning to address both short-term needs and long-term goals.
- Regular portfolio reviews and online account access provide continuous investment oversight.
Associations and certifications
- FINRA
- SIPC
- NYSE
What people say
Excellent service
Knowledgeable team
Free tax prep
Modern approach
Personalized solutions
Services
Investment Management
Our ongoing investment management service utilizes a fee-only structure to align client interests with strategic portfolio oversight. Clients benefit from regular reviews and modern platforms ensuring transparent, data-driven decisions tailored to long-term financial goals.
Tax Preparation
We offer comprehensive tax preparation for individuals, couples, and entities like S Corps and LLCs. Clients with investment accounts receive free filing services, ensuring accurate compliance and optimized returns through personalized guidance.
Portfolio Reviews
Regular portfolio reviews assess performance, risk alignment, and market changes to refine investment strategies. This service ensures your assets remain positioned to meet evolving financial objectives while maintaining transparency and proactive adjustments.
Fee-Only Advisory
Our fee-only advisory model eliminates commissions, focusing solely on client-centric recommendations. This approach fosters trust through unbiased advice tailored to individual financial plans and long-term wealth management goals.
Business Tax Services
Specialized tax solutions for businesses, including S Corps, partnerships, and nonprofits, ensure compliance and strategic tax planning. Services cover preparation, filing, and consultation to minimize liabilities while supporting organizational growth and regulatory adherence.
People
Brian T. Eddy
Founder
Brian T. Eddy Company, MBA, CFA, CFP(R), AEP(R), brings decades of financial expertise to Eddy Company, combining innovation with client-focused service. His leadership emphasizes ethical practices and modern solutions for investment and accounting needs.
Questions
What services does Eddy Company Company offer?
We provide investment management, tax preparation, portfolio reviews, and integrative financial planning for individuals and businesses.
Are tax preparation services free?
Clients with open investment accounts receive complimentary individual tax preparation and filing services.
How does Eddy Company Company align client interests?
Our fee-only structure eliminates conflicts of interest, ensuring recommendations prioritize your financial goals.
What areas do you serve?
We serve clients in Boston, Beverly, Gloucester, Wakefield, and Andover, Massachusetts.
