Eric Szczurowski CFP, RFC, CAS, CFS

04/19/2023

I am honored and excited to share that I have been named to Forbes' 2023 Best-in-State Wealth Management Teams list. This recognition is a testament to my commitment to our clients to feel confident, connected, and in control of their financial futures.

As a financial leader, there is no greater satisfaction than helping our clients achieve their financial goals and dreams. It's an honor and a privilege to work with exceptional individuals and families, who trust me with their most important financial decisions.

I am immensely grateful to my team professionals who have worked tirelessly to provide our clients with exceptional service and support. Their dedication to our clients' success is truly inspiring, and I couldn't have achieved this honor without them.

And, of course, a special thank you to my valued clients. Your trust in me and my team is the cornerstone of our success, and we are committed to continuing to provide you with the highest level of service and support.

Thank you again to Forbes for this incredible recognition, and to everyone who has been a part of my journey. I look forward to continuing to lead my team to serve you and to help you achieve your financial goals.

My website:
https://bit.ly/3MVwcDG

The 2023 Forbes Best in State Wealth Advisors List:
https://bit.ly/40nMF6X

04/14/2022

"The signs are everywhere."

My twin brother, Bryan and my brother in law, Anthony and I all share our birthday on the 23rd of June. 23 is our lucky 🍀 number. I have a strong feeling Bryan and Anthony were pulling some strings up in heaven for me to get this amazing award.

Being recognized as #23 from Forbes on the New York State High Net Worth List feels good. Of course that wouldn’t be possible without my amazing team. Congrats to my partners Jon Kuttin & Evan Branfman. I see the grit it has taken to become a leader in this industry. I’m grateful for the better part of 20 years we have invested side by side together. The best part is we are still only heating up! It’s an honor to be recognized with you both.

Forbes' Best-In-State Wealth Advisors 2022:
https://www.forbes.com/best-in-state-wealth-advisors

08/25/2021

Preparing for a new baby? We can help you prepare financially for the near, mid and long-term considerations that come with having a child.

As a parent-to-be, how do you prepare financially for a new baby? Review these tips to learn about new child expenses and how you can start preparing now.

07/21/2021

Without online defense, you leave yourself open to be a victim of fraud and theft.
Security is vital in keeping yourself safe. Everyone is a potential target, including governments and private corporations.

Click here to learn about password managers, credit freezes and other tips for protecting yourself online – all shared by a former hacker.

Here's how a former cybercriminal protects his own personal data

07/14/2021

The decline in bond yields has defied expectations amid stocks’ record highs. Ameriprise Chief Market Strategist David Joy discusses key elements.

07/13/2021 David Joy Stocks continue to reach record highs, and credit spreads are at record lows. It would seem that, at least for investors in these two asset categories, the economic, profit, and policy outlook could hardly be more favorable. And yet, in the past two weeks Treasury bond yields ha...

07/12/2021

Some of our most challenging financial endeavors — starting a business, saving for a child’s education, purchasing a home —are most rewarding when we work toward them over time.

07/09/2021

No matter what stage of life you’re in, setting financial goals can help you live your dreams, now and into the future.

07/08/2021

Oil production quotas are in dispute. Ameriprise Chief Market Strategist David Joy discusses implications amid rising inflationary pressures.

07/07/2021 David Joy The June jobs report showed further progress in the ongoing repair of the labor market, as the economy added 850,000 new non-farm jobs. It was the strongest month of job creation since last August and followed two months of disappointing results. But the report also showed evide...

07/04/2021

Happy Independence Day!

07/01/2021

A new high for the S&P 500 Index last week. Ameriprise Chief Market Strategist David Joy sums up tapering prospects, Q2 earnings and infrastructure.

06/30/2021 David Joy Two weeks ago, the Fed caused a spasm of anxiety when it indicated the possibility of an earlier than expected first rate hike. But, upon further reflection and some soothing comments from Fed officials, investors returned in force last week, pushing the S&P 500® index higher b...

06/25/2021

More than 17% of Americans now aspire to retire before age 55, according to a recent report by consumer research firm Hearts & Wallets.

Early retirement is a goal for about 11.5 million of the 70 million U.S. households under 55, according to a report from Hearts & Wallets.