Broker Check
Eric  Pol

Eric Pol

Financial Advisor, CUSO Financial Services, L.P.

My priority is to cultivate a long-lasting relationship with you and your loved ones, achieving a deep understanding of your needs with respect to accumulation, protection and transfer of wealth. Working together in our established process, we’ll develop personalized strategies in the areas of retirement planning, retirement income planning, investments, education savings, insurance and risk management, and estate planning. I hold a Master of Science in Finance and have over 20 years of financial services experience. I look forward to starting a conversation with you!