Eric Seger CFP®
Eric Seger CFP®

Eric Seger CFP®

Offers remote services
Offers remote services
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Service type

It’s free, with no obligation to book

Introduction: My services focus on advising professionals, business owners, and physicians through all phases of their financial lives. I enjoy being a guide for my clients as we work together in achieving their financial goals.
Overview

Hired 1 time

Serves Bloomfield Hills, MI

Background checked

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3 employees

22 years in business

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Featured Projects

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Reviews

Customers rated this pro highly for professionalism.

5.0

2 reviews

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pro avatar
Janette A.
Jun 7, 2018
I’ve managed my portfolio for 20 years myself so that turning over half of my portfolio was a big step. Getting older I needed some help. I knew that Eric was a person who I could trust and collaborate with. His counsel in many areas enabled me to manage and budget and think about important issues. I always look forward to our bi-annual meetings as he is low key and welcomes my questions..
pro avatar
Lynn B.
Jun 14, 2018
All of the above. I have a good rapport with Eric.
Credentials
License

License Type: Investment Adviser-FINRA (MI)

Background Check

Eric Seger

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