E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors sets us apart.
Our legal and fiduciary obligation to our clients forms the foundation of all that we do. E2i Financial investors enjoy peace of mind that comes from knowing their money is working for them – not us.
E2i Financial delivers thoughtful investment advice free from the conflicts of interest associated with firms that manufacture or sell proprietary products, trade their own accounts or engage in any of the other commercial activities that led to the financial crisis.
E2i Financial Group was founded by Robert Perez, CWPP, who serves as Executive Chairman and Chief Investment Officer. The company is headquartered in Charlotte.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 13850 Ballantyne Corporate Place, Suite 500, Charlotte,nc 28277,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.e2ifinancial.com/
- Keywords
- Financial Services, Portfolio Management, Investment Advice, Retirement Planning, Retirement Investment Planning.
- HQ
- Charlotte , NC
- Competitors
- Educate2Trade.
E2i Financial Group, Llc Questions
E2I Financial Group, Llc's website is https://www.e2ifinancial.com/
E2I Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/e2i-financial-group-llc
E2I Financial Group, Llc has
3 employees.
View email and phone details for 3
employees at E2I Financial Group, Llc.
E2I Financial Group, Llc's industry is
Financial Services
E2I Financial Group, Llc's top competitors are
Educate2trade.
E2I Financial Group, Llc's categories are Financial Services
E2I Financial Group, Llc's founding year is 1998
