Eric Lipton Email & Phone Number

With over 20 years of experience as a financial advisor, it has been Eric’s goal to be the best at what he does and have a strong, positive effect on people’s lives.Eric began his career with Prudential Securities in 1997. At Wealthbridge Financial Group, he and his team focus on both individual and corporate financial services. His clients range from financial services professionals and physicians, to real estate developers and small businesses.For individuals and families, he creates customized financial strategies utilizing investments, insurance, and various estate planning techniques to help them achieve their goals.For corporate clients, Eric develops comprehensive benefit plans consisting of various types of life, health, and disability insurance products as well as creating sophisticated, customized retirement plans.One major item that sets Eric apart from other advisors is his team’s ability to use various strategies to eliminate substantial income and capital gains taxes for clients. His team has been implementing these strategies for years and worked with over a thousand accountants. Last year his team saved clients over $60 million dollars in taxes. Eric also does high level financial planning for affluent customers utilizing premium financing, qualified plan rescue, infinite banking, and the flex method.Eric attended both Tufts and Hofstra Universities where he graduated magna cum laude. A native of long island, he currently lives in Manhattan. In his spare time, you can find him playing tennis, learning pickleball, and taking care of his faithful dog: Ollie.