Business ProfileforEudaimonia Wealth
At-a-glance
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Overview
Eudaimonia Wealth is a fee-only Buffalo financial planner specializing in helping families prepare for and navigate the transition into retirement. We provide personalized, objective guidance to help families retire on their terms and the framework to make smarter, more intentional decisions with their money.
Eudaimonia Wealth Register Investment Advisor CRD#305431`
Brett A. Koeppel CRD#5927372
Brett A. Koeppel CERTIFIED FINANCIALPLANNER ™ #: 276854
Products & Services
Business Details
- Location of This Business
- 1207 Delaware Ave Ste 110, Buffalo, NY 14209-1459
- BBB File Opened:
- 4/22/2020
- Years in Business:
- 5
- Business Started:
- 9/16/2019
- Business Incorporated:
- 8/2/2019
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. Brett A. Koeppel CFP, President/Founder
- Contact Information
Principal
- Mr. Brett A. Koeppel CFP, President/Founder
Customer Contact
- Mr. Brett A. Koeppel CFP, President/Founder
- Additional Contact Information
Email Addresses
- Sales
- Technical Support
Customer Complaints
0 Customer Complaints
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