Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Sowatsky is an Investment Advisor Representative at Avantax Planning Partners, Inc.. Eric Sowatsky is also a shareholder in Yeo & Yeo, P.C., Yeo & Yeo Consulting, LLC, Yeo & Yeo Properties LLC and Yeo & Yeo Wealth Management, LLC. Eric has a Personal Financial Specialist designation. Eric Sowatsky specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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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MI
08/02/2023 - Present
Avantax Planning Partners, Inc. (Saginaw MI)
Active
Inactive
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