Welcome to Eclectic Associates

We're excited to begin working together and look forward to helping you achieve your financial goals. Select an option below to get started!

  • Electronic Questionnaire

    - Fill out online at your own pace
    - Save your progress and return anytime
    - Upload PDF documents to us securely

    Start Questionnaire

  • Paper Questionnaire

    - Pick up a copy at our office if you live nearby: 1440 North Harbor Boulevard, Suite 220, Fullerton
    - Request a copy to be mailed to you by calling our office at 714-738-0220
    - Receive the questionnaire and a return envelope for easy mailing back to us.

  • In-Person Appointment

    - Schedule an appointment using the button below
    - Bring key documents, login credentials, and cell phone on your appointment date
    - Complete the questionnaire in our office with one of our associated advisors

    Schedule Appointment