E2i Financial Group

E2i Financial Group

Financial Services, Po Box , Charlotte , , 28271, North Carolina, 77668, United States, 11-50 Employees

e2ifinancial.com

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phone no Phone Number: 80**********

Who is E2I FINANCIAL GROUP

E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to ...

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  • Po Box 77668, Charlotte , North Carolina, 28271, United States Headquarters: Po Box 77668, Charlotte , North Carolina, 28271, United States
  • 1998 Date Founded: 1998
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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E2i Financial Group Org Chart and Mapping

Employees

CWPP Robert Perez

Family Office Financial Advisor

Jonathan Davis

Investment Advisor Representative

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Frequently Asked Questions Regarding E2i Financial Group

Answer: E2i Financial Group's headquarters are located at Po Box , Charlotte , , 28271, North Carolina, 77668, United States

Answer: E2i Financial Group's phone number is 80**********

Answer: E2i Financial Group's official website is https://e2ifinancial.com

Answer: E2i Financial Group's revenue is Under $1 Million

Answer: E2i Financial Group's SIC: 6282

Answer: E2i Financial Group has 11-50 employees

Answer: E2i Financial Group is in Financial Services

Answer: E2i Financial Group contact info: Phone number: 80********** Website: https://e2ifinancial.com

Answer: E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors sets us apart. Our legal and fiduciary obligation to our clients forms the foundation of all that we do. E2i Financial investors enjoy peace of mind that comes from knowing their money is working for them not us. E2i Financial delivers thoughtful investment advice free from the conflicts of interest associated with firms that manufacture or sell proprietary products, trade their own accounts or engage in any of the other commercial activities that led to the financial crisis. E2i Financial Group was founded by Robert Perez, CWPP, who serves as Executive Chairman and Chief Investment Officer. The company is headquartered in Charlotte.

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