Eudaimonia Wealth
About the Business
Eudaimonia Wealth is a prestigious finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve financial well-being and prosperity. We offer a wide range of services including investment management, retirement planning, estate planning, and risk management. At Eudaimonia Wealth, we prioritize our clients' financial goals and work diligently to provide personalized solutions to help them reach their objectives. Trust Eudaimonia Wealth to guide you towards a secure and prosperous financial future.
Photos
Location & Phone number
1207 Delaware Ave Suite 110, Buffalo, NY 14209, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Brett was highly recommended by a trusted friend. He took the time to understand what I was looking for, offered some solutions (from his firm and from others), and explained how he could help - all without any pressure."
"I had the pleasure of speaking with Brett in our free phone consultation. Not only did I immediately feel comfortable with him but as the conversation went on, I also gained confidence in his obvious integrity and knowledgeable yet clear explanation of my financial situation. It’s clear he’s truly in this business to help his clients. He made me feel good about my decision, and in him personally , as well. I would recommend him, with high regard, to anyone. Thank you, Brett!"
"I had a very positive experience working with Brett and Eudaimonia Wealth. It was easy to schedule appointments (including phone, zoom or in person meetings) and I received quick responses to my inquiries. Brett took the time to understand my goals, the current state of my affairs, and provided the information and guidance I needed to understand the best next steps to take for my situation. Brett is easy to talk to and genuinely interested in helping people understand the options available to them. I highly recommend Eudaimonia Wealth and Brett's services."
"I've been a client of Eudaimonia Wealth since its inception and have had such a positive experience every step of the way. Brett Koeppel treats individuals with the highest level of respect and the best quality of partnering with him is the care that he has for those he works with. You are not a number and you are not a transaction with Eudaimonia. You are a human that Brett wants to see succeed in life and be set up for your future. I am someone who knows little about finance, retirement savings, and the stock market - Brett does a tremendous job at breaking down the complexities of those areas into digestible concepts. He's a true partner, a reliable ally, and a trustworthy advisor. Recommend him to the nth degree."
"Brett was very professional and he was very focused on my financial needs. He's a great listener and explains everything clearly. He is, of course, non-commissioned, so he has YOUR best interests in mind. I would highly recommend him to anybody."
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