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Eastgate Financial Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Syracuse
CRD Number
Website eastgatefinancial.com
Client types

Overview

Eastgate Financial Group is an independent wealth management and financial planning firm founded by Scott Stevens, serving individuals and families from offices in Fort Mill, South Carolina, and Syracuse, New York. The firm focuses on helping clients organize their entire financial lives into an easy-to-understand framework. Eastgate Financial Group uses its proprietary Ecosystem FORMula® process to bring together retirement planning, investment management, risk management and insurance, and broader financial decision-making into a coordinated plan. Each plan is customized and updated as life events occur so clients can pursue long-term financial independence with clarity and confidence.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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