Director of Brokerage, Financial Consultant
279 James Way Marion, OH 43302
Eric earned his degree in business administration from The Ohio State University.
Eric is a Financial Consultant for Premier Wealth Financial Services and works with clients to understand the opportunities and successes of a proactive approach to financial planning. He specializes in finding solutions for his clients’ insurance, investing, retirement, estate planning, and wealth preservation needs.
He is a member of the Knights of Columbus and Marion Chamber of Commerce.
- Review Eric's background on BrokerCheck
Marion, Upper Sandusky, Carey and Columbus
Guided Wealth Portfolios
Financial Consultant FAQs
Q. What can we provide for you as your Financial Consultant? / Why should you choose Premier Wealth Financial Services?
A. As advisors we collaborate with you to identify your goals and objectives, suggest strategies, then work with you and your advisors to develop and implement a comprehensive plan to help work towards those goals.
Q. Is there a fee to meet with a Financial Consultant?
A. No, consultations are complimentary. Any fees to manage your investments will be determined together with your Financial Consultant.
Q. Are there any requirements to meet with a Financial Consultant?
A. When coming in for your consultation, we ask that you bring your most recent financial statements. We will review them and begin to develop a plan that fits your needs and goals.
Q. Do you provide any annual tax reports?
A. We do not provide any tax reports. However, we are available to discuss any related documents with you and/or your tax professional at your request.
Q. Who have you helped work towards their financial goals and success?
A. We provide our financial services to anyone with a financial goal in mind. We are able to provide customized strategies to professionals looking to invest or prepare for retirement, families planning for their children’s futures, and more. Reach out to us with your financial questions to get started on the path to financial wellness.
Q. Do you work with other professionals on my behalf?
A. Yes. We have an extensive team that we can consult in accordance to your wishes. With your permission, we can discuss strategies with your other advisors to ensure that we are advising you properly.
Q. Who has access to my financial information? / Is my financial information kept secure?
Q. How often do we meet to discuss my financial plan?
A. Meetings with a Financial Consultant are up to your preference. They can happen as often as you would like either in person or on the phone. However, we would prefer to meet regularly in order to ensure that your financial goals are on track.
Q. How do I get a Financial Consultant?
A. Our friendly team of experienced Financial Consultants are ready to start a conversation about your future. Contact a local Financial Consultant today to get started.