Filters

Direct booking

firm logo

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)

3 advisors near 69162

Out of 400,000+ nationwide

user avatar
firm logo

Travis S

Series 63, Series 65

Sidney, NE

Eagle Strategies (NY Life)

Travis Sprenger is a financial advisor with Eagle Strategies (New York Life) in Sidney, Nebraska, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with New York Life and its related entities since 2006 and operates Sprenger Financial Solutions, LLC, a firm focused on selling New York Life products and brokering non-registered insurance products. Outside of financial services, Sprenger serves as a board member for the Cheyenne County Fair & Rodeo, assisting with event oversight and issue resolution. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, combining advisory services with affiliated insurance and broker-dealer capabilities as a subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Nicholas H

Series 66

Sidney, NE

Newedge Advisors

Nicholas Hays is a financial advisor with NewEdge Advisors holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and NewEdge Advisors and previously held roles outside the financial industry, including with American Self Defense Concepts LLC and Region I Office of Human Development. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting. The firm uses asset allocation across mutual funds, ETFs, and individual securities, employing multiple analytic approaches with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

William B

Series 63, Series 66

Sidney, NE

Edward Jones

William Benson is a financial advisor with Edward Jones in Sidney, Nebraska, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, Benson writes biweekly historical columns for multiple newspapers and publishes historical books and a newsletter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.