Investing & Financial Planning for Business Owners & Retirees
Investment & Financial Planning for Business Owners & Retirees
What to Expect Working With Ernie
First Step - A complimentary introductory call to see if we are a good fit for each other. No commitment...just a conversation to see if you are a good fit for our services.
Step #2 - If we decide to move forward, we'll get crystal clear on your wishes, goals, and concerns. I'll then request some pertinent financial info needed to give you a 10,000-foot view of your situation.
Meeting #3 - Review the analysis and make recommendations. Take this high level view of your situation to another advisor. Or, engage EEFG to implement the recommendations.
East End Financial Group
Office: 631-329-9818
Fax: 631-727-1817
114 N. Main Street
East Hampton, NY 11937
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
Advisory Services/Financial Planning provided thru: East End Financial Group, Inc. ("EEFG") a Registered Investment Advisor Advisory Persons of EEFG are also Registered Representatives with and offer securities thru: American Portfolios Financial Services, Inc.("APFS") Member: FINRA/SIPC. The East End Financial Group is not affiliated with APFS. Insurance services provided thru Kosinski Associates, Inc.(“KAI”). EEFG and KAI are unaffiliated with APFS. KAI is an affiliate of EEFG.
