Eric Kearney has more than 12 years of experience providing
comprehensive financial planning for affluent individuals and
families. As a relationship manager, Eric oversees and manages
all aspects of his client relationships. Eric is actively involved
in creating customized plans, retirement planning, estate tax
planning and investment portfolio development and analysis.
His diverse client base is represented by successful individuals, small business
owners and those either nearing retirement or enjoying retirement. He recognizes
that each client has their own unique financial needs and challenges. He takes the
time to listen and gain a full understanding of your current financial picture as well
as your overall goals.
After recommending appropriate investments, he regularly maintains and monitors
performance to help ensure that stated objectives are being met. His practice is
focused on innovative fee-based investments platforms through RWA. He works out
of his SW Florida office as well as his upstate New York address.
Eric holds his Series 7, 66 and Life, Accident & Health, and Annuity registrations, held