Erik Smith Investments

Investment Management - Jackson, Michigan, United States

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What to ExpectWe strive to create a personal relationship with you, explain your choices, and customize a plan that fits your unique situation. We understand that you are busy with work, family, and life in general. We expect to be a part of major financial life decisions and will continually monitor your investments and financial plan, as well as be available for consulting.In addition to peronal financial planning we also offer business financial planning.We strive to be a one stop shop for all business owners. You need professional advice and guidance that can help you develop the right plan for your future and the future of your business. We will provide sophisticated planning solutions for your business including qualified retirement plans such as 401K, SEP and Simple IRAs, succession planning, buy/sell agreements, risk management and non-qualified executive benefits.Registered Representatives of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Erik Smith Investment Solutions are separate companies and are not affiliated.

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Employees: 1
HQ: +1 269-441-4090
Location: Jackson, Michigan, United States
Revenue: 8.1M

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