Eric Monroe Email & Phone Number

Uniondale, Ny, Us

Uniondale, Ny, Us

Garden City, Ny

SPS has been a full services benefits and planning firm since 1973. As a company our expertise lies in retirement plan design, group benefits and financial planning. We set ourselves apart from similar companies by creating a boutique service environment for all clients, from the smallest to the largest. My background in investments, comprehensive planning and personal risk management complement our group benefits and retirement consulting divisions. We truly take a team approach and will often quaterback other advisers such as a CPA, attorney, banker trustee and family members to complete and implement a plan.I am a certified Long Term Care specialist and trained to educate individuals on New York State's sponsored Long Term Care insurance. Regarding investments, most of our client's assets are being managed by professional money managers. We have managements relationships with Bank of NY Mellon, Smith Barney, Oppenheimer Advisory Services, Morningstar, Brinker Capital and Standard and Poors.

Long Island, Ny

After gaining tremendous experience and support the last 4 1/2 years at a large insurance company the time was right to create my own planning firm. With dedication to my current clients and a drive to become a truely independent advisor, I began my own practice to build upon my successes.

I provided planning expertise to indviduals and small businesses. My knowlege of asset allocation, economics and leveraging discounted dollars was useful in providing solutions to most all of my clients concerns.

Salt Lake City, Ut & Dallas, Tx

I began my career in financial services while still attending college. As my interests in this field began to overcome my pursut of a degree, I made the decision to invest full time in my career. While at Fidelity I obtained the training, licenses and most of all experience in dealing with all aspects of financial planning. After the 1987 market crash and subsequent years of ups and downs, I felt confident to take those experiences and go out on my own. I left Fidelity and moved to New York where I continued my financial services career.