E3 Group provides comprehensive financial planning services for affable clients. Our experienced team, led by Eduardo Escobar CFP®, brings a wealth of expertise. E3 Group serves individuals and families with complex financial requirements.
E3 Group specializes in developing and implementing customized solutions across various financial domains, including investment strategies, tax planning, business planning, and retirement planning.
E3 Group's client base predominantly consists of business owners, family business proprietors, and professionals in the real estate industry, such as developers and brokers. They also work with individuals earning 1099 income, those with W-2 income and stock options, individuals participating in bonus plans with their employers, successful entrepreneurs with thriving side businesses, and those with existing asset protection strategies in states like Delaware, Nevada, Wyoming, Florida, and South Dakota.
E3 Group is well-versed in assisting car collectors, clients with complex estate plans, and those in creating estate plans.
E3 Group is a Fee-Based planning firm and depending on the needs can be paid hourly, as a retainer, as a percentage of assets (AUM), as a flat fee, or commissions from a financial company or insurance company.
Insurance Licensed in CT, FL, MI, NC, NY
Securities Licensed in AZ, CA. CO, CT, FL, MI, NC, NY
Securities and investment advisory services are offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 305.579-4040
2937 SW 27th Avenue
Suite 106
Coconut Grove, FL 33133
Office - 305-579-4043
Securities and investment advisory services are offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 305.579-4040
Company Details
- Founded
- -
- Address
- 2937 Sw 27th Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.groupe3.co
- HQ
- Miami, FL
E3 Group Questions
E3 Group's website is http://www.groupe3.co
E3 Group's LinkedIn profile is https://www.linkedin.com/company/e3-group-llc
E3 Group's industry is
Financial Services
E3 Group's top competitors are
Cv Advisors Llc,
E3 Group,
E3 Group,
Forem Investments Llc,
Assiom Forex.
E3 Group's categories are Financial Services
E3 Group's founding year is 2022
