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Eric S

CFP®, Series 63, Series 65

Pittsford, NY

Cambridge Investment Research Advisors

Eric Schwilk is a CFP® professional at Cambridge Investment Research Advisors with 37 years of industry experience. Before joining Cambridge in 2024, he worked for LPL Financial and Xceed Financial from 2011 to 2024. He is also the owner of Provios Advisors and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management with access to proprietary model strategies and multiple account platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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