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Value Estimate
Not for sale

Miscellaneous Financial Investment Activities in Fullerton, California

Eclectic Associates

Baton Estimate

$11.6M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

13

Employees

About this business

Eclectic Associates, Inc. is a fee-only financial planning firm in Fullerton, California, serving clients through major life transitions including retirement, business sales, inheritance, and job changes. The firm provides comprehensive financial planning that coordinates all areas of a client's financial life, with a fiduciary approach centered on the client's best interests. It serves pre-retirees, retirees, business owners, professionals, and those managing windfalls or significant life events.

There are 3,098 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional miscellaneous financial investment activities businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#13

of 41 businesses

Top 32%

Across its local and regional competition in miscellaneous financial investment activities , scored on revenue and reputation.

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