The Eaton Financial Group Difference
Your “why” and financial planning is at the core of everything we do.
Located in South Florida with strong New York roots, we have access to all of the resources of a national investment firm. As we are not captive to any one particular financial institution, we are able to provide you with financial advice along with an extensive range of investments and planning services.
Our experienced team members cater to your financial needs with institutional-quality investment portfolios and services. We offer the guidance, investments, and services that will help you consistently pursue your personal financial goals
We believe that there is an unmistakable difference between providing professional investment advice versus selling a product.
Acting as your fiduciary, your best interests are our FIRST priority.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Live well – Work Hard – Give Generously
We believe values matter, and we live by ours every day.
“Someone is sitting in the shade today because someone planted a tree a long time ago”
– Warren Buffett
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