E2E Financial, LLC

Email address and contacts

E2E Financial, LLC company description

E2E Financial, LLC is here to help you master your finances and to pursue your goals. We specialize in working with: 1. closely held business owners in medicine and dentistry 2. women executives, business owners and women in life transitions. E2E is your Personal CFO. Here to help you simplify your life, create a strategy, help you implement it and stay on course. Securities offered through LPL Financial, member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to "Contact Info"​ section above.). Investment advice offered through Independent Advisor Alliance (IAA), a registered investment advisor. E2E Financial, LLC and Independent Advisor Alliance are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit http://www.e2efinancial.com The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: CO, FL, GA, MA, MI, SC, TX.

Key Employees

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************
Office Manager & Client Care Advocate
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A
Andrés Romero
Financial Coach
T
Theresa Donohue
Marketing Director
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Recently updated team members of E2E Financial, LLC

T
Theresa Donohue
Marketing Director
A
Andrés Romero
Financial Coach
O
Olivia Welch
Office Manager & Client Care Advocate
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