Company Information

Get to know Keith Eck Financial & Insurance Services

Keith Eck Financial & Insurance Services, Inc. is an independent financial services firm based in San Luis Obispo, California. Founded by Keith Eck, the company focuses on helping clients develop and implement comprehensive retirement strategies. Their services encompass investment management, creating retirement income streams, tax planning strategies, and insurance solutions such as life insurance and long-term care. The firm emphasizes a personalized approach, aiming to provide clients with clarity and confidence in their financial future by managing assets and protecting wealth throughout their retirement years.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Keith Eck Financial & Insurance Services

United States

Founded in

1990 (36 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.