Helping You Pursue Your Financial Goals Through Wealth Preservation & Growth
Since 1999, Eric has been specializing in comprehensive financial analysis and investment planning. He works with individuals and businesses across the spectrum of financial products and services, including life, disability and long-term care insurance as well as retirement income planning and estate analysis.
Individualized, Holistic Approach
Eric understands that each client’s financial situation is unique, and only recommends products and services that match his client’s specific goals and objectives. He believes strongly that financial plans should be evaluated and updated regularly to reflect life milestones, unexpected changes and aspects beyond finances, including estate, healthcare, longevity, family protection planning, and more.
Strong Belief in Education & Financial Advocacy
Eric is committed to professional advancement and continuing education. He holds Series 7, 24, 63 and 65 securities registrations, as well as the highly respected Certified in Long-Term Care (CLTC) designation. He is among an elite group of financial professionals who has also obtained the Certified Wealth Strategist designation, administered by Cannon Financial Institute. He has achieved the National Social Security Advisor designation from the National Social Security Association LLC in Cincinnati. This designation will help our clients improve their financial security during retirement years through maximization of Social Security benefits.
Eric resides in Manalapan, NJ with his wife Donna, their two children, Cameron and Julia, and Havanese dog, Yumi. He is a sports lover and loyal NY Knicks fan. Eric also enjoys coaching his son’s basketball and football teams, exercising, movies and spending time with his family
Discover How Leagacy Wealth Advisors Can Help Make Your Financial Goals a Reality
Contact Eric Sandowsky for a complimentary wealth management consultation.