Eddy had been helping me with my retirement plan for just over ten years when I suffered a health setback. I asked Eddy “do you think I can retire early?” Eddy said, “no, I don’t think you can retire early, I know you can.” He helped me create my financial profile and keep it on track. Now, sixteen years later, the plan has worked as he predicted.

Eddy did a great job helping my husband and I understand and set up our insurance and retirement plans. Years later, my husband passed away. Eddy had always kept in touch with me and during this difficult time Eddy helped me handle the transition to becoming the head of household. Over the last 16 Years Eddy and his staff have always been there answering my questions and addressing my concerns.

I came to Eddy on referral from a friend, Bob. During their involvement with the Crohn’s & Colitis Foundation Eddy helped him with some health insurance. My friend was very impressed with his knowledge and professionalism. One day, Bob and I were discussing insurance and I had a lot of questions. He immediately recommended Eddy. He was able to answer all of my questions and concerns. He helped me get a better understanding of my situation as opposed to just selling me insurance.