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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

4 advisors near 51445

Out of 400,000+ nationwide

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Fred S

Series 63, Series 66

Ida Grove, IA

Harbour Investments, Inc.

Fred Sweers is a financial advisor at Harbour Investments, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Bradford Insurance, United Planners' Financial Services, and FSB Financial Services. He is also the owner of Settlers Financial Services. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Colton S

Series 65

Ida Grove, IA

Integrity Alliance, LLC

Colton Skirvin is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and two years of industry experience. He has worked at Integrity Alliance since 2023 and previously spent time with Gladstone Wealth Partners and in the Iowa Air National Guard. Skirvin is also involved with Heartland Retirement Group, where he serves as National Director of Training and conducts training classes. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Douglas S

Series 63, Series 66

Ida Grove, IA

Edward Jones

Douglas Schmidt is a financial advisor with Edward Jones in Ida Grove, IA, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Schmidt has served as past president of his local Kiwanis club, chaired the finance committee at Denison First United Methodist Church, and serves on the board of Maple River Ducks Unlimited. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelsie N

Series 66

Ida Grove, IA

Edward Jones

Kelsie Nettles is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at the OABCIG School District for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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