Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Berkowitz is a financial advisor registered in Illinois and Texas, with a focus on providing financial planning and portfolio management for individuals and families. Eric is a Certified Financial Planner with over 20 years of experience, currently working with JMG Financial Group Ltd. Eric has been with JMG Financial Group Ltd. since 2016, holding various roles within the company. JMG Financial Group Ltd. is a financial advisory firm that provides financial planning and investment management services to individuals and families. JMG Financial Group Ltd. also specializes in providing services for charitable organizations and pension and profit sharing plans.
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.
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.
A percentage of assets
1
2
IL
06/07/2024 - Present
JMG Financial Group Ltd. (DOWNERS GROVE IL)
Active
Inactive
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