Ebny Financial, Llc
Executive Benefits of New York (EBNY) is a family-owned financial planning firm that tailors to the unique needs of its diverse clientele. We look to cultivate a close and personal relationship with our clients to ensure that every specific need is attended to. Our well-versed team at Executive Benefits of New York is composed of a dedicated and diverse group of individuals who have prior experience at top-tier investment firms and prominent consulting companies. Each professional excels in a particular field to ensure that our specialized talents are catered to any financial-related need. With an Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner™ (CFP®) on staff we are able to handle all individual and corporate planning demands. We pride ourselves in the quality of our customer service and are constantly looking for ways to improve it. At EBNY we regularly update our clients on new regulations and plans that may better address their changing needs. As an independent firm, we do not have to fulfill any quotas or minimums, providing our clients with the greatest level of satisfaction.
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Decision-makers and verified team members
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Derrick Ossi
Financial Advisor · Finance & Accounting
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Gary J Paccagnini
Benefit Consultant Partner · Other
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Top roles at Ebny Financial, Llc
6 distinct titles indexed · top 6 shown.
- 1benefit consultant partner
- 1financial advisor
- 1financial planning assistant
- 1financial planning assistant securities & insurance
- 1new york leading financial advisor & insurance broker
- 1vice president
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