Eaton Financial Group
- Financial Planning / Financial Services
Eaton Financial Group, founded in 1996, is a boutique financial advisory practice that counsels on complex financial issues.
We work primarily on a fee basis, but are proudly committed to pro-bono work for those women (and others) in need of financial advice, but without the means to pay an adviser.
Using a comprehensive, “education first” approach, each client will feel as though they are a member of our own family. We feel that the superior client experience is of equal, if not greater value than the investments they own.
Our Mission: to use a customized approach to put each client in the position to grow their wealth and create an income they cannot outlive.
to cultivate solid, long-term relationships that not only help formulate solid financial plans, but more importantly create a safe environment where clients may bring their fears, aspirations and of course, financial priorities.
Our clients realize that their concerns will be addressed with personal attention, integrity and a high degree of professional knowledge. they become educated and are confident that they have the information they need - on an ongoing basis - to make well informed decisions, no matter what life has in store for them and their families.
In addition to our work with families, we possess subject matter expertise in assisting both women who handle the household financial planning, and college professors.
3111 N. University Drive, Suite 404, Coral Springs, 33065 (1/4 mile South of Sample, East Side of University Drive)