About Us

Guidance and Expertise Focused on Your Goals.

EQB Financial was founded on a clear belief: helping businesses and families address risk and plan for the future through insurance and annuity strategies designed to support their goals.

In 2025, two experienced financial professionals, Alexander Gordin and Anthony Iazzetta, merged their successful practices with a shared vision. They set out to build a firm that delivers strategic, relationship-driven insurance planning for business owners, professionals, and institutions. EQB is a strategic alliance of EXIT Quarterback*, a firm that helps business owners build and protect business value. For more information, please visit https://exitqb.biz/.

While our tools are financial, our mission is personal. We help clients make informed decisions, address risks, and plan for what matters most—their family, business, income, and long-term goals.

We start by listening, then provide clear guidance. Our approach is professional and centered on transparency and effective collaboration at every step.

*Exit Quarterback is a business owned and run by Alex Gordin.

What We Stand For

At EQB, our work is grounded in three principles:

Integrity – We give straightforward, candid advice even when it's challenging.
Professionalism – We strive to uphold the highest standards and treat every client with respect and care.
Compassion – We take the time to understand your goals and design solutions that fit your life and your business.

We are not here to sell products. We are here to provide guidance and support. The goal is not just a policy. It is a relationship focused on your objectives.

Whether you are planning for growth, addressing key-person risk, or preparing for succession, we are here to help you explore options.