Alex Velazquez

Financial Planner at Eagle Ridge Investment Management, LLC - Stamford, Connecticut, US

Alex Velazquez's Colleagues at Eagle Ridge Investment Management, LLC
Angela Albano

Business Operations Specialist

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Alie CFP

Director Of Client Relations

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Michael CFA

Partner, Portfolio Manager

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David CFA

Partner, Portfolio Manager

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Louise Nicholls

Compliance & Operations

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Briana Selvy

Dietary Aide

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Lynn Najman

Personal Financial Strategist

Contact Lynn Najman

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Alex Velazquez's Contact Details
Email (Verified)
***@eagleridgeinvestment.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(203) 227-4515
Location
New York City Metropolitan Area
Company
Eagle Ridge Investment Management, LLC
Alex Velazquez's Company Details
Eagle Ridge Investment Management, LLC logo, Eagle Ridge Investment Management, LLC contact details

Eagle Ridge Investment Management, LLC

Stamford, Connecticut, US • 28 Employees
Financial Services

Eagle Ridge Investment Management is a SEC registered investment advisory firm that manages portfolios for: • Individuals and Families • Institutions • Trustees and Attorneys • Investment Advisors What we do Our investment process and attention to our clients’ financial well-being distinguishes us from other managers. We manage separate accounts consisting of common stocks, bonds and ETFs. Portfolios are created using a disciplined investment process based on independent research. We work very closely with our clients to meet their unique needs. Every client works directly with a portfolio manager who knows them as a person.

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Details about Eagle Ridge Investment Management, LLC
Frequently Asked Questions about Alex Velazquez
Alex Velazquez currently works for Eagle Ridge Investment Management, LLC.
Alex Velazquez's role at Eagle Ridge Investment Management, LLC is Financial Planner.
Alex Velazquez's email address is ***@eagleridgeinvestment.com. To view Alex Velazquez's full email address, please signup to ConnectPlex.
Alex Velazquez works in the Financial Services industry.
Alex Velazquez's colleagues at Eagle Ridge Investment Management, LLC are Angela Albano, Alie CFP, Michael CFA, David CFA, Louise Nicholls, Briana Selvy, Lynn Najman and others.
Alex Velazquez's phone number is (203) 227-4515
See more information about Alex Velazquez