E2i Financial Group, LLC
Financial Services
Charlotte, Nc, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
E2i Financial Group, LLC Overview
- Headquarters
- Charlotte, Nc, United States
- Website
- www.e2ifinancial.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 1998
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About E2i Financial Group, LLC
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.
E2i Financial Group, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
E2i Financial Group, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Robert Perez, Cwpp | Founder & CIO at E2i Financial Group 💎 | Charlotte, North Carolina, United States |
Email
Phone
|
| Jonathan Davis | Investment Advisor at E2i Financial | Greater Asheville, United States |
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|
| Josh Berg | Advisor at E2i Financial Group ✯ I |
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|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile