CONNECT

Address:

9915 Mira Mesa Blvd Ste 110
San Diego, CA 92131

Phone:

858-731-3115 ,, Toll Free: 877-731-3115

Fax/Other:

858-546-3978

Our Philosophy

Understanding and properly managing every facet of your business is challenging when each of your advisors is focused only on his or her area of expertise. At Keith Eck Financial we utilize a team approach to assist our clients in the coordination of their business succession, estate planning, asset management, and insurance needs. Our strategic alliances of Certified Public Accountants, Estate, tax and business attorneys, family business consultants, business valuation experts, institutional money managers and employee benefits professionals work together to help accomplish your personal and business financial goals and objectives.

We have over 35 years experience in the financial services area, Keith Eck Financial primarily assists closely held and family businesses with the single most critically important financial event of their lives, the transition out of their business.

“Our mission is to serve clients in a way that is consistent with the values that we as a firm embrace. Our persistence, service and knowledge set us apart from other financial service individuals and firms.”

These values are:

  • Integrity
  • Craftsmanship
  • Innovation
  • Service
  • Financial Conservatism
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck