What we do
As Investment Advisor Representatives of Commonmwealth Financial Network®, we create, implement, and monitor customized financial plans designed to help individuals and families pursue their financial goals. We throughly assess and analyze your complete financial picture to help ensure that your strategy reflects your risk tolerance, values, and ultimate life objectives.
EKS Financial Services was founded in September 2006. We are an independent financial firm whose goal is to help our clients establish and maintain their financial goals.
EKS Financial Services chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.
Joel L. Agus, Esq.
Joel started EKS Financial Services in September 2006 after working as a financial consultant at Merrill Lynch Pierce Fenner & Smith for four years and at UBS Financial Services for three years. Joel also felt the combination of his skills and Commonwealth Financial Network's support could offer clients more effective, individualized management.
Joel holds a law degree from the University of California Hastings College of the Law and a bachelor's degree in international relations from the University of Pennsylvania. He also holds his Series 7 and 66 securities registrations through Commonwealth, as well as life, health, and variable annuity licenses. Joel is married to Beth Agus and has four children: Eli, Kayla, Sammy, and Marley.
The benefits of independence
Our commitment to always putting your interest first is evident in every aspect of our business. We've chosen to partner with Commonwealth Financial Network, an independent broker/dealer with a 30-year history of focusing solely on the needs of its affiliated advisors and the clients they serve. This partnership means that we remain free to make reccomendations based solely on what's right for you, without bias or pressure to promote a particular product or strategy, which is not the case with some other types of financial advisors.