Are you ready to experience the difference of a financial firm that cares deeply about you and your financial goals?

Educate & Empower

Investing and financial planning can be overwhelming. No matter how complex or simple your situation and goals are, E&E will work with you to help you achieve your financial goals.

Your Needs Come First

We strive to ensure clients receive top-notch initial and ongoing service for all their financial needs.

Unbiased & Independent

E&E works for you, our client. We take an independent, unbiased approach to finding the right investment solutions for your unique financial needs.


Managing substantial wealth is an enormous responsibility. It requires experienced advice, specialized knowledge and customized solutions. As your “Chief Investment Officer”, we listen and work to understand your comprehensive financial situation and recommend innovative, customized solutions precisely targeted to achieve your objectives.

Welcome to E&E Financial Services

E&E Financial Services, Inc. was founded on the belief that educating our clients on their options, and providing truly unbiased advice, empowers them to make financial decisions they can feel confident about. E&E strives to guide clients through this process as they set and achieve their individual financial goals.

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