Financial Planning and Wealth Management Services


As independent advisors, we offer unbiased advice and non-proprietary investments for our clients. We take the time to understand your goals, your experiences and your tolerance for risk throughout the financial planning process. Our services include:


Personal Investments and Retirement Planning

  • 401(k), 403(b) and 457 Rollovers

  • Traditional and Roth IRAs

  • Retirement Income Planning

  • Fixed and Variable Annuities

  • Stocks, Bonds, Mutual Funds, ETFs, REITs

  • Life Insurance


Education Saving

  • Coverdell Education Savings Accounts

  • 529 College Savings Plans

  • FAFSA Assistance

  • College Planning Consultive Services


For Small Business Owners

  • Retirement Plan Setup and Consulting

  • SIMPLEs, SEPs, 401(k) and Profit Sharing Plans

  • Retirement Planning Services for Employees


©2015 Eastown Financial Services, Inc. All Rights Reserved

  • Facebook Social Icon

Eastown Financial Advisors, LLC is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

View our Client Brochure - ADV Part 2