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. is an SEC‑registered advisory firm that serves individuals and high‑net‑worth clients as well as trusts, estates, charitable organizations, municipalities, businesses and retirement plans; the brochure lists $689,219,670 in assets under management across roughly 318 client relationships and a six‑person advisory team. The firm provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting (including Group 401(k) custodial platform services), and can implement strategies through its internal management, unaffiliated Independent Managers, or via the Osaic platform. EEFG’s investment approach is primarily long‑term and customized to each client, using fundamental, technical and cyclical analysis to build diversified portfolios that typically emphasize low‑cost mutual funds and ETFs but may also include individual equities, fixed‑income securities, annuities, CDs and limited partnerships when appropriate. The advisor conducts ongoing monitoring and rebalancing, may recommend cash positions or targeted reallocations for risk or tax reasons, and serves as a fiduciary when advising ERISA retirement accounts or recommending rollovers. Notable differences from many peers include an explicit practice of serving municipalities and providing retirement‑plan consulting to plan sponsors—a client type that the brochure identifies as relatively uncommon for team firms. The firm’s regulatory and business disclosures also highlight several industry affiliations and platform relationships (Advisory Persons registered with Osaic, access to Pershing’s institutional platform, and an affiliated insurance agency), which the brochure notes result in economic benefits and commission opportunities that clients should consider when evaluating potential conflicts of interest.

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.