Esi Financial Advisors
Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $2,124,751,345 in 11,558 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management2,125MILLION
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Jason Goncz (CRD# 4085274) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 21 years of experience in the finance industry.
Michael Gordon (CRD# 6091761) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 11 years of experience in the finance industry.
Gary Goss (CRD# 1011020) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 42 years of experience in the finance industry.
Michael Goss (CRD# 1026400) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 42 years of experience in the finance industry.
Jennifer Grant (CRD# 6180053) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 9 years of experience in the finance industry.
Karlyn Grasso (CRD# 6114091) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 11 years of experience in the finance industry.
Robin Griffin (CRD# 1447925) is an Investment Advisor Representative working at Esi Financial Advisors in Monroe, NC and has over 38 years of experience in the finance industry.
Jeffrey Gue (CRD# 4202767) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 23 years of experience in the finance industry.
Steven Hacker (CRD# 4531515) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 21 years of experience in the finance industry.
Jeffrey Haller (CRD# 5203101) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.