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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 206 near 48732

Out of 400,000+ nationwide

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Scott R

CFP®, Series 66

Saginaw, MI

Edward Jones

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

ChFC®, Series 66

Saginaw, MI

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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James B

Series 66

Saginaw, MI

Edward Jones

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Mary H

CFP®, Series 63, Series 66

Essexville, MI

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families
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Olivia Z

CFP®, Series 66

Bay City, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans Newlywed/Engaged
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Michael S

Series 63, Series 66

Bay City, MI

Edward Jones

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Matthew L

Series 66

Bay City, MI

Edward Jones

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

CFP®, Series 66

Bay City, MI

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Ryan I

Series 66

Saginaw, MI

Merrill

Ryan Iles is a Wealth Management Advisor and managing partner with the Iles Schropp Group at Merrill Lynch Wealth Management. As a senior partner, he works closely with a diverse client base that includes individuals, families, business owners, large foundations, endowments, nonprofit institutions, and corporate retirement plans across the United States. He focuses on areas such as family wealth management, legacy planning, retirement income, tax minimization, education planning, and services for mission-driven organizations. Ryan joined Merrill and the Iles Schropp Group in 2005 and has since pursued a commitment to lifelong learning, earning professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree from Central Michigan University. Ryan is proud to co-lead a team recognized among Forbes "Best-in-State Wealth Management Teams" for multiple consecutive years. Residing in Saginaw Township, Michigan, Ryan lives with his wife, Chelsea, their two children, Brayden and Brooklyn, and their dogs. He and his family participate actively in their community and church and enjoy outdoor activities, traveling, and spending time with friends and family. Ryan's personal interests include endurance sports, boating, golfing, painting, running, scuba diving, skiing, and artistic pursuits. He engages with several local professional and charitable organizations, including River End Preserve, Saginaw Leadership Cares, Child & Family Services of Saginaw, Saginaw YMCA, The Saginaw Club, and Versiti Blood Center of Michigan.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Charitable giving & philanthropy Parents Mid-Career Professionals
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Daniel B

Series 63, Series 65

Saginaw, MI

Merrill

Daniel Bade is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served clients since 1990. He is a key member of the Provenzano-Bade-Wood Group, a team of financial advisors and client associates with extensive combined experience. Daniel provides comprehensive portfolio management and retirement benefits consulting, focusing on helping clients develop financial plans aligned with their personal goals and life transitions. With a Bachelor’s degree in Marketing and minors in Accounting and General Business from Western Michigan University, Daniel holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include retirement planning, legacy and philanthropic strategies, family wealth management, and small business financial strategies. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple consecutive years. Beyond his professional work, Daniel is actively involved in his community through leadership roles with the Frankenmuth Rotary Club, including co-chairing the Helping Hands Committee and chairing the annual Frankenmuth Fondo bicycle fundraiser. He also serves on the board of the St. Lorenz Foundation and participates in his local church. Daniel resides in Frankenmuth with his wife and enjoys biking, running marathons, golf, reading, and spending time with his family.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner
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