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E2i Financial Group is a multi-generational, Charlotte based investment management group. Our Advisors offer a broad range of investment advisory and financial planning services to high net worth individuals and institutions, using detailed asset allocation tools. E2i Financial Group advisors focus on providing highly personalized services to help clients define and achieve their long-term goals. Robert Perez, E2i Financial Group.
To manage accounts, create MAx Models and get access to our Knowledge Bank. To manage your assets on the Jefferson National Account Management website. Add a Third-Party Investment Advisor. Help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals. We are committed to creating value-added products and services for High Net Worth investors and fee-based advisors.
Alpha Investment Management
Jerry Minton
2245 Gilbert Avenue Ste 100
Cincinnati, OH, 45206
US
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