Baize Financial Concepts

Yorktown, IN 47396

https://www.baizefinancial.com

History

Eric has worked in the Securities Industry since 1998 and enjoys helping his clients plan for their financial futures. Eric holds his Series 7 and Series 63 Securities Licenses, as well as his Investment Advisor Representative registration with Transamerica Financial Advisors, Inc. In addition, Eric is a licensed Life Insurance and Long Term Care Agent.

Specialties

We assist individuals and small businesses in three areas: 1.) Wealth accumulation, 2.) Wealth distribution (income in retirement) and 3.) Transfer of wealth to the people or organization that you love the most!!

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