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Eric C. Schwilk, CFP®
Financial Consultant
Xceed Financial Credit Union
3330 Monroe Avenue
Rochester, NY 14618
Phone: 585.613.0181
fax: 310.726.1272
eric.schwilk@lpl.com |
Biography
Eric Schwilk is a Financial Consultant who has earned the designation of Certified Financial PlannerTM (CFP®), which is awarded by the Certified Financial Planner Board of Standards Inc. to individuals who undergo a rigorous qualification process and agree to abide by high standards of professional ethics and conduct. With more than twenty years experience in the financial services industry, he is dedicated to providing each client with financial planning and investment strategies individually tailored approach to meet their unique financial goals. At the heart of Eric's philosophy is a wealth management process that begins with a formal analysis that ensures a thorough understanding of
a client's financial situation. He holds a Bachelor of Science degree in Business Finance from
Albright College in Reading, Pennsylvania. He is active in the community as a two-time and
current Big Brother for Big Brothers Big Sisters of Greater Rochester.
Licenses
Eric holds the following FINRA registrations through LPL Financial: Series 7 General Securities, Series 63, 65, 31 and the Uniform Combined State Law. Additionally, Eric holds his Life and Health Insurance License, as well as Long Term Care NY State Partnership.
Services
Eric offers personalized solutions that address but are not limited to:
- Retirement Planning
- Trust and Estate Planning working with tax accountants and attorneys
- Mutual Funds and Exchange-Traded Funds
- College Planning
- Wealth Preservation and insurance planning strategies
- 401(k) Rollovers
- Long-Term-Care Insurance
- Stock Options and deferred compensation planning
- 529 Plans
- Annuities
Mission
"I am committed first and foremost to a complete understanding of my client's overall financial situation, their needs and their goals. Once this is completed, we can pursue a strategy to achieve all of their goals as conservatively as possible with the highest probability of success."
Eric Schwilk is a Financial Consultant with and securities, advisory services, and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC and a Registered Investment Advisor
LPL Financial
The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with residents of the following states:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Not NCUA Insured. |
No Credit Union Guarantee. |
May Lose Value. |
Products offered are not obligations of the credit union.
Securities, Investment Advisory Services, and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC.
The Xceed Financial Credit Union website contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox
