|About||At EBNY Financial LLC, we are a family firm offering fee based comprehensive financial planning; we strive to provide the best investment strategy for our clients, tailored to your business needs.|
At EBNY, our mission is to create and preserve wealth by providing comprehensive investment guidance that assesses all aspects affecting the financial status of our clients. By placing high value on client relationships, we are able to provide individualized investment advice and tailor a custom financial strategy for each of our clients.
EBNY fulfills its fiduciary responsibility to clients by employing the services of a Certified Financial Planner™, ensuring sound, objective, and personalized advice for all.
We are a family team that provides custom services to each of our clients. By having a Certified Financial Planner™ (CFP®) on staff along with a Group Benefits Associate (GBA), we bring the convenience of addressing all employee benefits and business insurance needs under one roof. This allows the client to eliminate the need for several brokers, saving both time and money. We pride ourselves in the quality of our customer service and are constantly looking for ways to improve it. At EBNY we regularly update our clients on new regulations and plans that may better address their changing needs. As an independent firm, we do not have to fulfill any quotas or minimums, providing our clients with the greatest level of satisfaction.