Eastport Financial Group

Eastport Financial Group is an independent financial services firm dedicated to providing holistic financial planning and wealth management. Founded on the principle of offering objective advice, the company works with individuals, families, and business owners to create personalized strategies for wealth accumulation, retirement planning, risk management, and estate preservation. Their approach, termed the "Eastport Process," involves discovery, design, and delivery phases to ensure client financial goals are met through a coordinated plan encompassing investments, insurance, and benefits.