Located in the city of Halifax, Eastport Financial Group is a Canadian based firm. The company’s bespoke services help clients reimagine their wealth and achieve their long-term goals. The company’s experts have 220+ years of combined industry experience.

Using the best of their extensive knowledge, the team provides clients Eastport Financial Group in Halifax with a range of innovative and cost-effective solutions to meet their financial needs. The company specializes in wealth management, retirement planning and estate planning. The experts are dedicated to delivering customized financial plans that take into account current and future economic trends and client-specific goals.

The team also makes use of advanced technology to enhance their services and make them more efficient and effective. This includes a state-of-the-art CRM platform, which allows them to track all of their client’s accounts in one place. They can also view and analyze their financial data at any time, even on the go!

They are also known for their high touch customer service, which includes regular check-ups and timely responses to inquiries. The team at Eastport Financial Group also takes the time to educate their clients about the ins and outs of their financial portfolio.

Their clients are also treated to a complimentary second opinion on their portfolio at no cost, which is the most cost-effective way to get professional advice. They provide a range of services to their clients, including a variety of investment options that cater to all budgets and risk appetites.

They also provide clients with a free consultation with their expert advisors and a bespoke financial plan tailored to their unique circumstances. This is the best way to get a holistic picture of your finances, and ensure that your plan is in line with your personal goals.