(518) 802-0004
309 Fellowship Road Eastgate Center, Ste 200 Mount Laurel, NJ 08054
8AM - 5PM Weekdays
(518) 802-0004

Our Approach

E &O Financial, LLC values relationships above all else. We want to provide our clients with unparalleled service and insight. Our no-sell approach begins with a conversation and hopefully continues well into your fruitful retirement.

Conversation

This is where it all starts. We want to know about your goals, your needs, your family—basically what’s bothering you about your finances.

Educate

In our second step, we educate you on ways to address your concerns, making sure to break down—in easy to digest detail—key concepts, products, and options.

Plan

Here we develop a customized plan that you understand fully.

Advise

In our fourth step, we identify what financial products (life insurance, annuities, long-term care policies, etc.) achieve the goals outlined in the first step and complement the plan outlined in the third step.

Review

Finally, we review your financial periodically to make sure it still meets your objectives. As you grow older and experience life events such as marriage or having a child, your needs may change. We’re here to make sure that the conversation we started long ago continues.

Start Today.

We help others to fulfill their dreams or financial security. Contact us today to get a free consultation and speak with an advisor with your best interests in mind.