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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Meermann is a financial advisor with Palisades Hudson Asset Management, LP. Eric has been in the financial services industry for over 15 years and has a diverse background in financial planning and investment management. Eric has a deep understanding of financial planning, retirement planning, estate planning, and other financial planning services. Eric holds the Certified Financial Planner designation and is registered in Connecticut and Texas. Eric has a strong commitment to providing his clients with the highest level of service and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
01/21/2017 - Present
Palisades Hudson Asset Management, LP (Stamford CT)
Active
Inactive
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