Eric Monroe
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Eric Monroe Email & Phone Number

Sr. Associate at Risk Strategies Company
Location: Garden City, New York, United States 7 work roles
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Current company
Role
Sr. Associate
Location
Garden City, New York, United States
Company size

Who is Eric Monroe? Overview

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Quick answer

Eric Monroe is listed as Sr. Associate at Risk Strategies Company, a company with 2384 employees, based in Garden City, New York, United States. AeroLeads shows a matched LinkedIn profile for Eric Monroe.

Eric Monroe previously worked as Sr. Associate at Standard Pension Services, Llc and Sr. Advisor at Standard Pension Services, Llc.

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Risk Strategies Company

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Profile bio

About Eric Monroe

I am an experienced employee benefit consultant with a passion for bringing Fortune 500 benefits to small and mid-market businesses. Benefits are an important tool to attract and retain top human capital that will help your company grow. For companies that offer benefits already, I find that they are often poorly designed, outdated or overpriced and should be re-quoted. For businesses ready to start offering benefits I think it’s important to find the right balance between the best products at an affordable price.I separate myself in the industry by designing, administrating and advising on all types of retirement plans and group insurance such as health, life, disability, accident, cancer and more. My clients appreciate me being knowledgeable in all aspects of those offerings, not just the part that pays commission.As an independent adviser I work for the client. First, we determine what solutions make sense and then I have providers compete to win their business. I have no allegiance to anyone other my clients or prospective clients. It’s the only way I will run my practice. Since businesses are really made up of individuals, I also help people plan for all aspects of their financial life. From young professionals needing to protect their future income to middle age workers saving for college and retirement to finally transitioning out of the workforce. By coordinating work benefits with personal needs, I can create a comprehensive road map for now and into the future. Specialties: Retirement plan design and administration, group benefits, personal risk management, extended care planning. Securities offered through: APW Capital 100 Enterprise Dr. , Rockaway, NJ 07866 (800)637-3211, Member : FINRA/SIPC/MSRB

Current workplace

Eric Monroe's current company

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Risk Strategies Company
Risk Strategies Company
Sr. Associate
Uniondale, NY, US
Employees
2384
AeroLeads page
7 roles · 25 years

Eric Monroe work experience

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Cltc, Senior Advisor

Current
Standard Pension Services, Llc

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.

Jan 2008 - Present

Managing Director

Independent Financial Planning

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.

Jan 2006 - Dec 2007

Financial Consultant

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.

Aug 2001 - Dec 2005

Registered Representative

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.

Mar 1987 - Aug 1994
Team & coworkers

Colleagues at Risk Strategies Company

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FAQ

Frequently asked questions about Eric Monroe

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What company does Eric Monroe work for?

Eric Monroe works for Risk Strategies Company.

What is Eric Monroe's role at Risk Strategies Company?

Eric Monroe is listed as Sr. Associate at Risk Strategies Company.

Where is Eric Monroe based?

Eric Monroe is based in Garden City, New York, United States while working with Risk Strategies Company.

What companies has Eric Monroe worked for?

Eric Monroe has worked for Risk Strategies Company, Standard Pension Services, Llc, Independent Financial Planning, Axa Equitable, and Fidelity Investments.

Who are Eric Monroe's colleagues at Risk Strategies Company?

Eric Monroe's colleagues at Risk Strategies Company include Travis Bennett, Chet Laws, April Skaggs, Barbara Madden, and Michael Bellinger.

How can I contact Eric Monroe?

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