East End Financial Group, Inc. logo

East End Financial Group, Inc.

Updated today

Client assets under management

$519,318,894

Clients

318

47% high-net worth

Advisors

6

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

53

Typical

Average account size

$1,633,078

About

East End Financial Group, Inc. (EEFG) is a SEC‑registered investment adviser managing approximately $689.2 million in client assets and serving individuals, high‑net‑worth clients, trusts, estates, charitable organizations, municipalities and retirement plans. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting to a client base of roughly 318 accounts through a team of six advisors.

EEFG’s investment process is primarily long‑term and combines fundamental, technical and cyclical analysis to build diversified portfolios that commonly use low‑cost mutual funds and ETFs while also incorporating individual equities, fixed‑income securities, annuities and limited partnerships where appropriate. Portfolios may be implemented through the firm’s internal management, unaffiliated independent managers, or third‑party platforms (including Osaic), with regular monitoring and client reviews to align allocations with stated goals and risk tolerances.

Distinctive for a firm of its size, EEFG discloses that it serves state and municipal clients and provides Group 401(k) retirement‑plan consulting, including plan benchmarking and participant education — an offering that is relatively uncommon among peer team firms. The advisory team includes CFP and CFA credentialed professionals and also discloses overlapping broker‑dealer and insurance activities for certain advisors, which the firm identifies and manages as part of its compliance and disclosure practices.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fee financial planning engagements negotiated based on expected hours

Percentage

$0 - $500,000: 1.20% (accounts under $500,000 billed at 1.20%) $0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Commissions

Certain advisory persons are registered representatives and receive commissions for securities and insurance products, separate from advisory fees

Project-based

Up to $400 per hour for financial planning services

Other

Minimum fee: $5,000 annual minimum fee for investment management services Fee-only: Financial planning services offered on hourly basis up to $400/hour and fixed fee engagements negotiated based on expected hours

Main office location

East End Financial Group, Inc.

318 Roanoke Ave

Riverhead NY 11901, United States

Number of offices

2

Most active in

Florida · New Hampshire · New York · Vermont

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ernest V

CFP®, Series 63

Riverhead, NY

East End Financial Group, Inc.

Ernest Vorpahl is a CFP®-designated financial advisor with 29 years of industry experience. He is affiliated with East End Financial Group, Inc., where he has worked since 1999, and has prior experience with American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, Mr. Vorpahl is president of Ernie Vorpahl, Inc., a business improvement and consulting firm, and serves as treasurer for The Kendall Madison Foundation, a nonprofit organization. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, municipalities, and retirement plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs along with other investment vehicles, applying fundamental, technical, and cyclical analysis with ongoing monitoring and annual reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jeffrey C

CFA®, Series 63

Riverhead, NY

East End Financial Group, Inc.

Jeffrey Connolly is a CFA® charterholder with 13 years of industry experience. He is currently with East End Financial Group, Inc., where he has worked since 2017, and also holds a Series 63 license. Prior to joining East End Financial Group, he held positions at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., Value Line, LLC, and Clarksons Platou Securities, Inc. Outside of his advisory roles, he serves as a trustee on the Mattituck-Cutchogue Union Free School District Board of Education. East End Financial Group provides investment management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, municipalities, and retirement plans. The firm manages approximately $579 million in assets and constructs customized, primarily long-term portfolios using a variety of investment vehicles, applying fundamental, technical, and cyclical analysis with ongoing monitoring and formal reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Mary L

Series 66

Riverhead, NY

East End Financial Group, Inc.

Mary Lafemina is a financial advisor with East End Financial Group, Inc. She holds a Series 66 designation and has 23 years of industry experience. She has worked with East End Financial Group since 2011 and with Osaic Wealth, Inc. since 2024. In addition to her advisory role, she is a licensed insurance agent with Kosinski Associates, Inc. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and municipalities. The firm manages approximately $579 million in client assets and constructs primarily long-term, customized portfolios using a range of investment vehicles and analytical approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jack K

CFP®, Series 63, Series 66

Riverhead, NY

East End Financial Group, Inc.

Jack Kosinski is a CFP® professional with 19 years of experience currently serving as a wealth advisor at East End Financial Group, Inc. He previously worked at American Portfolios Financial Services, Inc. for 14 years before joining Osaic Wealth, Inc. in 2024. Kosinski is also a managing member of 3KZ, LLC, a real estate management company. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and municipalities. The firm constructs customized, primarily long-term portfolios using a variety of investment vehicles and offers comprehensive services such as portfolio management and Group 401(k) custodial platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Joseph K

CFP®, ChFC®, Series 63, Series 66

Riverhead, NY

East End Financial Group, Inc.

Joseph Kosinski is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with OSAIC and has held positions at East End Financial Group, Inc. and American Portfolios Financial Services, Inc. Kosinski serves on the board of the Gwen L. Kosinski Foundation, a nonprofit organization focused on brain cancer research, and is a board member of the East Moriches School District. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that delivers advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment programs and solutions supported by advanced portfolio management tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Mark P

CFP®, Series 63, Series 66

Riverhead, NY

East End Financial Group, Inc.

Mark Poitras is a CFP® professional with 17 years of industry experience, currently serving at East End Financial Group, Inc. He has held prior roles at Osaic Wealth, Inc., American Portfolios Advisors, Inc., and HSBC Securities. Outside of his advisory work, Mr. Poitras volunteers as an advanced emergency technician and instructor with the SAG Harbor Volunteer Ambulance and serves as chairman of the North Haven Village Zoning Board of Appeals. He is also involved in youth sports coaching and community service through the Sag Harbor Lions Club. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, municipalities, and retirement plans. The firm constructs customized portfolios primarily using low-cost mutual funds and ETFs, incorporates fundamental and technical analysis, and offers specialized services including municipal client support and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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