BE
Boston Eddy
Client Service Associate at Fiat Wealth Management
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Work Experience
May 2023 - Present · 1 years and 8 months
Client Service Associate
May 2024 - Present · 8 months
Client Service Associate
Jan 2024 - May 2024 · 4 months
Intern
May 2023 - Jan 2024 · 8 months
Company Details
11-50 Employees
We are a comprehensive, fiduciary wealth management firm based in the Twin Cities. We are independent and, therefore, we teach our clients what is in their best interest and guide them through retirement. We teach our clients how to spend their money. We pride ourselves on educating our clients about their finances so they feel confident in the decisions they are making with the support of our guidance. When you come visit with us, expect to broaden your knowledge about the financial world we live in today.
Year Founded
2009
Social Media
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
1905 Wayzata Blvd 320 Wayzata, Minnesota 55391, US
Keywords
financial servicescomprehensive planningtax planninginvestment managementRetirement Planning
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