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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 356 near 48439

Out of 400,000+ nationwide

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Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
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Lee N

CFP®, Series 66

Fenton, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Eric G

Series 63, Series 66

Flushing, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Katrina J

Series 63, Series 66

Davison, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k)
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Kyle R

Series 66

Davison, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Shannon S

Series 63, Series 66

Davison, MI

Edward Jones

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James V

Series 66

Ortonville, MI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer
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Jay H

Series 63, Series 66

Grand Blanc, MI

Edward Jones

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Scott H

Series 63, Series 66

Clarkston, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Kimberly S

Series 66

Flushing, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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