Personalized, low cost financial and investment management
Turloff Financial Consulting acts as a financial guide to a select number of individuals, small businesses, trusts and estates, providing financial advice on a comprehensive basis. We integrate financial planning, risk management, tax advice and investment management activities, striving to maximize the performance of all these financial factors with the purpose of providing a higher standard of living.
Our goal is to add value to our clients’ lives. We facilitate this process by putting your interests first while keeping our operating costs low. These low operating costs translate into below average fees and more cash in your pocket.
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Highly Qualified
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The CFA (Certified Financial Analyst) charter is one of the most respected designations in finance. Eric Turloff has been awarded the CFA designation by proving his ongoing expertise in financial research, portfolio management, investment consulting, and risk management. Just as importantly, Eric adheres to the CFA Institute’s Code of Ethics and Professionalism by acting as a fiduciary for his clients’ best interests.
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We welcome you to contact us for a complimentary consultation, which includes a preliminary work plan and fee estimate.
Eric Turloff, CPA CFA
Turloff Financial Consulting
(206) 842-1422
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