E&E Financial Solutions

Our Investment Philosophy

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.

Our Financial Services

  • Financial Planning

    E&E Financial takes the time to understand your individual situation and will work with you to put together a plan that fits your needs. Whether it’s evaluating a savings plan for retirement, college, analyzing current retirement assets, or providing comprehensive financial planning, E&E Financial has the experience and tools to help you meet your goals.


    Get Started

  • Portfolio Management

    Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. 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.
    Get Started

  • Family & Legacy Planning

    Proper insurance coverage can make or break a financial plan. Ensuring your family is protected against an unforeseen tragedy, or the high costs associated with long term care, can help investors sleep better at night. E&E Financial will help you set up a plan that guarantees coverage for you and your family, ensuring security and peace of mind.
    Get Started

  • HNW & Estate Planning

    E&E Financial has the ability to solve a wide range of client challenges. From simple cash flow planning and goal-based assessments, to detailed tax analysis and estate planning, we have the experience to address your goals and objectives. E&E Financial blends internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies. We empower clients by integrating their planning results in real time, directly into their Client Portal. 
    Get Started

Contact Us

3111 Camino del Rio N, Ste. 400, 
San Diego, CA 92108
2550 Meridian Blvd., Ste. 200 
Franklin, TN 37067
(619) 487-9638
E&E Financial Services (“E&E Financial”) dba of Axxcess Wealth Management, LLC ("Axxcess") is a registered investment advisor ("RIA"). Axxcess is located in the State of California. E&E Financial Services provides investment advisory and related services for clients nationally. E&E Financial Services will maintain all applicable registration and licenses as required by the various states in which E&E Financial Services conducts business, as applicable. E&E Financial Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.
homeapartmentenvelopephone-handset linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram