E2i Financial Group
Investing
Why pick this one
E2i Financial Group has been providing independent wealth management solutions since 1998 and operates as a fee-only advisor.
Best for
- wealth preservation strategies
- high-net-worth individuals seeking customized portfolio management
Look elsewhere if
- clients requiring budget-friendly financial solutions
- individuals seeking basic investment advice without personalization
Specialties
- wealth preservation planning
- portfolio management
- annuity evaluation
Certifications
- Certified Wealth Preservation Planner (CWPP)
What makes them different
- fee-only, independent investment advisor
- transparent fee structure based on portfolio size
- access to elite private wealth managers
- commitment to aligning client interests
- tailored portfolio management strategies
- Years in business
- 25
Distilled from this business's own website.
Contact & Location
- Address
- 13850 Ballantyne Corporate Pl, Charlotte, NC 28277-2829
- Phone
- +18006504315
- Website
- https://www.e2ifinancial.com/
Services
- financial planning
- investment risk management