EBNY Financial, LLC. Company Profile, Contacts & Intelligence

Financial Services45 N Broad St8 employeesFounded 1998
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
8
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts
Departments
1
Mapped contact coverage

EBNY Financial, LLC. Overview

Executive Benefits of New York (EBNY) is a family-owned financial planning firm that tailors to the unique needs of its diverse clientele. We look to cultivate a close and personal relationship with our clients to ensure that every specific need is attended to. Our well-versed team at Executive Benefits of New York is composed of a dedicated and diverse group of individuals who have prior experience at top-tier investment firms and prominent consulting companies. Each professional excels in a particular field to ensure that our specialized talents are catered to any financial-related need. With an Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner™ (CFP®) on staff we are able to handle all individual and corporate planning demands. We pride ourselves in the quality of our customer service and are constantly looking for ways to improve it. At EBNY we regularly update our clients on new regulations and plans that may better address their changing needs. As an independent firm, we do not have to fulfill any quotas or minimums, providing our clients with the greatest level of satisfaction.

Headquarters
45 N Broad St
Website
ebnyfinancial.com
Industry
Financial Services
Founded
1998
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Debt Management Estate Planning Buy-Sell Agreements Pension Planning Group Health

EBNY Financial, LLC. Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using EBNY Financial, LLC.'s company email domain.
General
1

EBNY Financial, LLC. People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

E
Ebny Financial
New York Leading Financial Advisor
D
Derrick Ossi
Educating and Communicating Financial
E
C
Colin Williams
Financial Planning Assistant at Ebny
S
Shresta Rai
Finance and Data Science at the Honors

EBNY Financial, LLC. Workforce Composition

Seniority breakdown across 6 visible profiles.

Individual contributor
4
Associate / junior
2

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