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Eddy B. Roddy, CFP®

Key Private Bank

1184 Edgewater Ln
Lynden, WA 98264-1079
Phone: (360) 815-7562

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Household Income Minimum: $100,000
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.