Edd welcomes new tax clients and would love to help you.

Edd worked as a financial consultant with an emphasis in financial planning for 6 years with Merrill Lynch and Smith Barney. At one time Edd carried the credentials to sell securities, mutual funds, loans, and insurance products. His expertise at that time was helping people clearly understand the different dynamics of estate planning and financial investments. Since leaving the full time work as a financial consultant, Edd has assited numerous people with a clearer understanding of their own financial picture with a view to developing a plan for retirement and estate planning.

Edd does not currently have any ties to financial products and as such approaches planning from a neutral perspective. He has nothing to sell you other than a realistic and conservative plan of action that covers all of your needs. 

Edd would be happy to sit with you and help you develop a plan of action to reduce your unneeded debt, organize your investments, make decisions about your portfolio balance, and assess your goals for retirement according to your abilities and dreams.

Call for an appointment at 831-239-6817 or email him at edd@breeden.us.