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United Benefit Advisors (UBA) e3 FINANCIAL is a member of United Benefit Advisors (UBA) network , a national alliance of over 140 premier independent Employee Benefit Advisory Firms. (UBA) represents a community of engaged peers who are dedicated to better serve their clients. e3 FINANCIAL unites its flexibility and autonomy of an independent advisory firm with the powerful force of a cohesive national network, leveraging connections across the country to share experiences and wisdom that are otherwise not available individually. UBA firms meet 3 times a year in a conference setting to share best practices, industry trends and unique client issues and to maximize its collective purchasing clout to develop vendor partnerships and carrier alliances keeping pace with technology, product concepts and legislative changes. First Financial Resources (FFR) e3 FINANCIAL is a Principal in First Financial Resources (FFR), a national alliance of over 100 premier independent executive benefits and wealth transfer advisory firms. (FFR) represents a community of engaged peers who are dedicated to better serve their clients. e3 FINANCIAL unites its flexibility and uniqueness as an independent advisory firm with the collective knowledge of a cohesive national network, leveraging connections across the country to share experiences and wisdom that are otherwise not available individually. (FFR) provides both individuals and companies resources to help in the enhancement, preservation and transfer of assets; cost saving executive benefit programs; executive compensation programs; estate planning; business continuity planning and more. |
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Newport Beach Boston New York San Francisco Securities offered through Walnut Street Securities, Inc. (WSS). Member FINRA/SIPC. e3 FINANCIAL is not affiliated with WSS. All contents ©copyright 2007 e3 FINANCIAL License #0768484 |