Carol  Eddy,  CFP<sup>&reg;</sup> - Financial Advisor

Carol Eddy, CFP®

Money Concepts

8586 W 66th Pl
Arvada, CO 80004
(303) 316-7600

General

Carol Eddy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Money Concepts in Arvada, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CO, MT
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Women's Finances

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