Mark A. Poitras, CFP™

Mark A. Poitras, CFP™

Financial Planner™

 

Mark Poitras is a Certified Financial Planner (CFP®) and graduate of Binghamton University.  He has been in the banking and financial services industry since 1998, most recently working with Merrill Lynch and HSBC Securities (USA) Inc., prior to joining EEFG. Mark's approach to wealth management is consultative, objective and committed to helping his clients understand all of their financial options.  His focus is on developing comprehensive financial plans and strategies for individuals, their families and their businesses in order to help them meet their short-term and long-term financial goals.

"The draw to EEFG is that we provide highly sophisticated and personalized financial planning while maintaining small town values.  We foster long term relationships because we help our clients solve their financial questions and take a genuine interest in their lives.  You are not just a number here…", states Mark.    

Community is a large part of Mark's life.  He and his family live in Sag Harbor where he is an Advanced Life Support EMT-CC, Certified Instructor Coordinator, Treasurer with the Sag Harbor Volunteer Ambulance and serves as the Chairman of the North Haven Village Zoning Board of Appeals.

Email Mark