CUSO Financial Services, L.P.*
Whether you’re just starting to save, anticipating college expenses, wishing to discuss the right time to retire, or wondering how long your current nest egg will last, Eric’s proven client-centric approach ensures a solid foundation regardless of life stage or financial goals.
A graduate of Saginaw Valley University, Eric possesses a degree in Business Management. He holds licenses in:
- Series 7 (General Securities)
- Series 66 (Uniformed Combined State Law)
- Life, Accident and Health Insurance
- Variable Contracts
Eric works out of our US 31 South office in Traverse City and meets by appointment with members at 4Front locations in Cadillac, Kalkaska and Manistee, in addition to our other Traverse City branches. Discuss your wealth management needs and develop a solid retirement strategy with Eric today by calling 231.943.2624.