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E&E Financial Services Logo
E&E Financial Services CB Rank
1099204
Heat Score
44
E & E Financial Svcs. offers financial planning and wealth management as a dba of Axxcess Wealth Management.
Founded
obfuscation
Private San Diego, California, United States1-10 eandefinancial.com
Advice
Financial Services
Wealth Management
Overview

E&E Financial Services
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-20 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About E&E Financial Services

CB Rank
1099204
E & E Financial Svcs. offers financial planning and wealth management as a dba of Axxcess Wealth Management.
Founded
obfuscation
Private San Diego, California, United States1-10 eandefinancial.com
Advice
Financial Services
Wealth Management

Details

Legal Name E&E Financial Services, Inc.
Operating Status Active
Company Type For Profit
About the Company
E&E Financial Services operates as a provider of financial planning and wealth management services. The company focuses on helping clients make informed decisions regarding retirement savings, college planning, and comprehensive financial strategies.
Phone Number +1 619 487 9638
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory Services
Provides personalized investment advice and portfolio management tailored to individual client goals and risk tolerance.
Retirement Planning
Assists clients in developing strategies to accumulate and manage assets for retirement to meet their financial needs post-career.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News

News and Press

News•Sep 2, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

207

IT Spend

$72.3KThis year, E&E Financial Services is projected to spend $72.3K on IT, according to Aberdeen.

Active Website Tech Count

3E&E Financial Services is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Viewport Meta, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is E&E Financial Services's headquarters? E&E Financial Services is located in San Diego, California, United States.Who are E&E Financial Services's competitors? Alternatives and possible competitors to E&E Financial Services may include Creative Planning, Facet, and  EP Wealth Advisors.
Who We Are
What We Do
Helpful Links
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