A complete list of active advisors currently associated with T.L. Eddy Financial Services, Inc.

Warmer can help you find a great advisor at T.L. Eddy Financial Services, Inc. or one who fits your needs even better.

T. L. Eddy Financial Services, Inc. provides investment consultation, financial planning and account management to individuals, trusts, pension plans and municipalities. The firm devotes approximately 80% of its practice to securities-related matters and about 20% to non-securities financial advice, including tax advice and preparation. The firm applies economic fundamental and financial market analysis to design strategies tailored to each client and conducts quarterly account reviews with written summary statements. Custody and trade execution are handled through Charles Schwab Institutional, and the firm manages client assets on a non-discretionary basis, so clients retain authority to approve transactions. What is distinctive about the firm is its primary use of a non-discretionary advisory model, an arrangement that is uncommon among independent advisers. The firm also integrates tax-preparation and broader financial-advice services into its practice, does not accept performance-based fees, and follows company recommendations when voting client securities unless clients direct otherwise.

To learn more about the advisors currently working at T.L. Eddy Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Eddy	Clearwater, FL	29

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