Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial- services world.
Discover and experience the power of our services and the far-reaching benefits we believe it has for you, our client. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, to keep you on track toward a meaningful and purpose-driven financial future.
You are invited to check out our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
Wealth Advisor, Financial Consultant
Director of Client Relations
Melodie Bailey spent more than 15 years in banking and customer service before joining Eisenstein Financial in 2008. Personable and meticulous, she takes care of new and existing clients by transferring funds, preparing paperwork...