Our Services

Our goal at EBNER Financial Group is to help individuals and companies make decisions that manage risk and create value.  We provide clients access to a full range of products and services typically available only through larger national brokerage firms.  Our personal attention service model enables us to provide out clients with objective advice and the attention they deserve.  By customizing each client's total risk management, investment and benefits strategy to meet their individual needs, we ensure a uniquely tailored and comprehensive approach to financial services.
 

COMMERCIAL SERVICES

Health and Welfare
Employee Benefit Services
Administrative Services
Executive Benefit Services
Voluntary Benefit Services
 

Retirement
Plan Administration
Investment Advisory Services
 

Business Resources
Small Business Center

                   PRIVATE CLIENT SERVICES

Asset Management
Mutual Funds and ETFs
Stocks and Bonds
Certificate of Deposits
Variable and Fixed Annuities
Exclusive Aggressive Defensive Portfolio designed and developed by us
 

Personal Insurance
Disability Insurance
Fixed, Variable, and Term Life Insurance
Health Insurance
Long-Term Health Care Insurance
 

Estate Planning
Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation