Preferred Choice Financial Group

Eastgate Financial Group was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is customized. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The EcoSystem FORMula ®, helps you pursue your financial independence. We are an independent firm, therefore we have the freedom to offer clients a wide spectrum of strategies from multiple sources.

SpecialtiesAt Blue Ocean Strategic Capital, LLC, we work hard to guarantee your satisfaction with our Syracuse, NY Financial Services. It is the attention to detail and proactive attitude that sets us apart from the competition.

As an independent, fully integrated tax and financial planning firm, we help clients feel comfortable discussing their finances, allowing us to create tax-efficient plans that instill confidence about their future. Our tax-efficient strategies are crafted to maximize your earnings retention. We look at your entire financial profile to optimize how your assets are held, ensuring that they are managed in a way that can help enhance the returns on your long-term savings.