WHY CHOOSE US?At EZ Financial Group, Inc. we don't sell products, we provide solutions. It is critical to select an investment professional who is well-versed in every facet of the financial industry to help you navigate through the plethora of investment possibilities. That's where we come in. Our experts have years of experience in the financial industry and have cultivated an investment strategy unlike any other, providing returns even in times of uncertainty. Working with us means you don't have to be "aggressive" or "conservative" - you can just be you. Your best interests are our best interests.
OUR CLIENTSWe are happy to serve individuals, businesses, and non-profit organizations who are searching for personalized and focused advice.
OUR PHILOSOPHYCapability
Independence Customization Reliability Transparency Simplicity |
FAQsHOW ARE YOU COMPENSATED? HOW IS YOUR COMPENSATION DIFFERENT FROM OTHER PROVIDERS?
We are a fee-only firm. Which means that we are compensated based on a % of the total assets under our management as well as financial planning services provided. Our compensation differs from that of the Broker-Dealers because we do not receive commissions from any of the firms or financial products. Our sole purpose is to help clients achieve their financial goal since they are our only source of income. WHAT FINANCIAL INSTITUTIONS DO YOU REPRESENT? None. EZ Financial Group, Inc. is an independent wealth management firm. We work with each one of our clients to select the funds, investments, retirement platforms, third-party administrators and overall strategy that aligns with their personal or business goals, needs and aspirations. WHY SHOULD I CHOOSE YOU AS MY FINANCIAL ADVISER? You should choose EZ Financial Group, Inc. because we provide the personalized investment expertise that individuals and businesses deserve. We accept absolutely NO commissions, ever. As an RIA firm, we are legally obligated to put our client's interests above our own, which ensures that you are always getting the best effort. |
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