It’s Our 9th Anniversary…Thank You!

Nine years ago, on a Friday on September 11, 2015, we, Theresa Bell and I, started E2E Financial, LLC working from the dining room table at my house. We knew moving to independence to better serve our clients and new clients was the right move. We didn’t know if our clients would follow us over to independence. We had 100% of our clients move over with us.

Since then, we have more than doubled in size. Focused on growing wisely while serving our clients well. We couldn’t have done it without you and your support!

From our team: Theresa Bell, Maggie Kenyon, Marlaina Voelker (our newest team member! Details soon.) and me: THANK YOU!!

If you haven’t checked us out yet, stop delaying and set up your free initial consultation.

Your weekly market update is here.

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?