East Guilford Financial Services LLC is an investment advisor registered with the Securities and Exchange Commission as of December 22, 2021 and formerly was registered with State of Connecticut since 2001. East Guilford Financial Services was a sole-proprietorship with Mr. Gregory J. Guidone as its Founder and only investment advisor. On September 8, 2021, Mr. Guidone filed to form a domestic limited liability company with the State of Connecticut under the business name East Guilford Financial Services LLC herein referred to as EGFS. Mr. Guidone is its sole Managing Member. EGFS Advisory Services: ASSET MANAGEMENT Our firm provides continuous asset management of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop the client’s personal investment policy. We create and manage client portfolios based on that unique policy. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's objectives, the Investment Advisory Agreement executed by the client as part of our investment advisory agreement (in which the client chooses an asset allocation model). Once the client’s portfolio has been established, we review the portfolio on a regular basis; and, if necessary, rebalance the portfolio based on the client’s individual needs and/or as economic market conditions dictate. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-listed securities
• Securities traded over-the-counter
• ADRs
• Warrants
• Corporate debt securities (other than commercial paper)
• Certificates of deposit
• Municipal

securities
• Variable life insurance
• Variable annuities
• Mutual funds and exchange traded funds
• United States governmental securities Because some types of investments involve certain additional degrees of risk, they will only be implemented and/or recommended when consistent with the client's investment objectives, their Investment Advisory Agreement, tolerance for risk, liquidity and suitability. Clients are free to impose restrictions of investing in certain types of securities; however, that may inhibit our ability to offer our services. FINANCIAL PLANNING CONSULTATION SERVICES Clients can also receive investment advice on a more focused basis. This may include advice on only an isolated area(s) of concern such as estate planning, retirement planning, or any other specific topic. We also provide specific consultation and administrative services regarding investment and financial concerns of the client. MUTUAL FUND ACCOUNT SERVICING Clients can assign mutual fund accounts to us to service. We will provide annual performance reports for those accounts and assist clients on any administrative matters related to them. We will provide investment advice concerning any purchases, redemptions and fund exchanges for these types of accounts. BROKERAGE ACCOUNT SERVICING Clients can assign brokerage accounts to us to service. We will provide annual performance reports for these accounts and assist clients on any administrative matters related to them. We do not actively provide investment advice concerning any purchases, redemptions and exchanges in those accounts. We offer brokerage account services as an accommodation and do not charge a management fee on the assets. We no longer charge a flat processing fee of $30.00. We only assist on the implementation of transactions based on client direction. WRAP FEE PROGRAMS We do not offer wrap fee programs. AMOUNT OF MANAGED ASSETS As of December 1, 2023, we were actively managing $94,478,594 of clients' assets on a discretionary basis and $60,329,986 of clients' assets on a non-discretionary basis for a total of $154,808,580.