Eureka Wealth Solutions
Opening hours
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Sunday
Day off
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Monday
9:00 AM - 6:00 PM
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Tuesday
9:00 AM - 6:00 PM
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Wednesday
9:00 AM - 6:00 PM
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Thursday
9:00 AM - 6:00 PM
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Friday
9:00 AM - 6:00 PM
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Saturday
Day off
About the company
Eureka Wealth Solutions is a new breed of a hybrid financial advisor. We specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for the clients, we also provide customized portfolios based on your values and passions.Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you.
Our team
Eureka Wealth Solutions
Eureka Wealth Solutions
New York, 300 E 74th St
Eureka Wealth Solutions
Eureka Wealth Solutions is a new breed of a hybrid financial advisor. We specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for the clients, we also provide customized portfolios based on your values and passions. Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you.
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Top services
Phone Conference
30 min
Let's discuss your situation, goals and values.
Eureka Wealth Solutions
New York, 300 E 74th St
Phone Conference
Let's discuss your situation, goals and values.
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Sector Selection: Finance
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Meeting Type: Web conference and Phone consultation
Quick Catch-Up
15 min
Quick introduction or questions.
Eureka Wealth Solutions
New York, 300 E 74th St
Quick Catch-Up
Quick introduction or questions.
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Sector Selection: Finance
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Meeting Type: Web conference and Phone consultation
Planning Session
60 min
Financial Planning or in-depth Converstaion
Eureka Wealth Solutions
New York, 300 E 74th St
Planning Session
Financial Planning or in-depth Converstaion
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Sector Selection: Finance
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Meeting Type: Web conference and Phone consultation
Reviews
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