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The ECC Group is an organization of Personal Financial Advisors that provides the most ethical, comprehensive and high quality financial advice and service to individuals and families.

ABOUT - HOW WE ADD VALUE - Our Value Proposition
  • We provide superior, objective and professional financial and investment advice to individuals. We act with the highest integrity in the best interest of our clients, placing their interests above our own.
  • We make every effort to provide objective, impartial and complete information to our clients regarding their financial needs and realistic advice about their various options, describing the negative as well as the positive aspects of any recommendation.
  • We aspire to meet or surpass client expectation levels, assist them in reaching their financial objectives and make a positive difference in their lives.
  • We provide superior implementation, monitoring and administrative services on an on-going basis.
  • We provide on-going education on investments and finance through newsletters, reports and one-on-one discussions.
  • We maintain contact with you on a timely basis, helping you reach your financial objectives; an ECC advisor/manager is always available to assist you with your investment concerns.
  • We continually upgrade our knowledge in all areas of personal finance and specifically investments, investment managers, trends, styles and theories. We also talk with the managers in order to provide you with the best possible advice.
  • We provide on-going financial advice and assist you with both your investments and all areas of personal finance. This includes, but is not limited to, specific events such as: taxes, sale of your business or home, loss of job, retirement planning, international transfers, inheritance, loss of spouse, marriage breakdown or negotiating a new job.
  • We strive in building long-term relationships with our clients. We treat all individuals with fairness, dignity and respect. .