A complete list of active advisors currently associated with East End Financial Group, Inc.

Warmer can help you find a great advisor at East End Financial Group, Inc. or one who fits your needs even better.

East End Financial Group, Inc. (EEFG) is a SEC‑registered investment adviser managing approximately $689.2 million in client assets and serving individuals, high‑net‑worth clients, trusts, estates, charitable organizations, municipalities and retirement plans. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting to a client base of roughly 318 accounts through a team of six advisors. EEFG’s investment process is primarily long‑term and combines fundamental, technical and cyclical analysis to build diversified portfolios that commonly use low‑cost mutual funds and ETFs while also incorporating individual equities, fixed‑income securities, annuities and limited partnerships where appropriate. Portfolios may be implemented through the firm’s internal management, unaffiliated independent managers, or third‑party platforms (including Osaic), with regular monitoring and client reviews to align allocations with stated goals and risk tolerances. Distinctive for a firm of its size, EEFG discloses that it serves state and municipal clients and provides Group 401(k) retirement‑plan consulting, including plan benchmarking and participant education — an offering that is relatively uncommon among peer team firms. The advisory team includes CFP and CFA credentialed professionals and also discloses overlapping broker‑dealer and insurance activities for certain advisors, which the firm identifies and manages as part of its compliance and disclosure practices.

To learn more about the advisors currently working at East End Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.