Eric Rogers, CLU®
Financial Planner & Wealth Management Advisor
Knowledge is the key to a successful financial future. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. In my personal life, I enjoy outdoor activities. Many of which I do around my cottage in the Thousand Islands region of upstate NY. I also am involved in several nonprofit organizations to help those less fortunate than I am.
I am licensed to offer securities in: AZ, CO, FL, NJ, NY
I am licensed to sell insurance in NY, FL, MI, NC
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). OSJ: 400 Meridian Centre, Suite 101, Rochester NY 14618, Phone: 585-241-5200.