Eric Tolbert, CLU ChFC

I work with my clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. I can also provide special benefits and services available to our best clients through a service I offer called Ameriprise Gold Advantage program.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

• An Ameriprise-associated financial advisor franchise
• I am licensed and registered to conduct business in OH. Based on licenses and registrations I hold, I may also conduct certain business in AZ, VA.

Areas of Focus

• Investment Advice
• Retirement Planning Strategies
• Small Business
• Protection and Insurance
• Estate Planning Strategies
• Charitable Giving
• Employee Stock Options
• General Financial Planning 
   

Community Service

• Council of Smaller Enterprises / Group Services Inc., Member,Board of Directors
• Greater Cleveland Partnership, Member, Board of Direstors
• Cleveland State University, visiting committee on continuing education, Chairperson, Board of Director
• The Estate Planning Council of Cleveland, Member, Board of Directors
• The McDonald Fund, Supporting organization of The Cleveland Foundation, Member, Board of Trustees