E3 Financial is a financial services firm dedicated to helping clients achieve their financial goals through a holistic planning process they brand as "Envision, Equip, and Empower." The company offers a range of services including comprehensive financial planning, investment management, insurance solutions (such as life, disability, and long-term care), and detailed retirement planning. E3 Financial operates as a team of advisors affiliated with Cambridge Investment Research, Inc., a registered broker-dealer, to provide its securities and advisory services, focusing on building long-term, client-centric relationships based on integrity and personalized strategies.

Founded in

United States