Our belief is that your planning needs are best served by an independent financial adviser you can trust and with whom you can develop a friendship . . .
Eric D. Grzegorski began his career in the financial world as an Economics and US Government teacher at Northwestern High School after graduating from Indiana Wesleyan University with a B.S. in Social Studies Education and History.
With a desire to continue his education in both the legal and financial world, Eric attended Indiana University School of Law-Indianapolis, and graduated with his Juris Doctorate in 2011. Eric has been admitted to practice law in Indiana, and also offers estate planning services.
Eric's financial and legal background gives him a unique ability to assist clients in budget planning, saving for college, investment planning to achieve various other goals, tax reduction strategies and achieve estate planning objectives, along with retirement planning. Eric is dedicated to helping clients understand their current financial situation and assisting them in making the necessary decisions to achieve the goals they hold most important. Eric’s belief is that each client presents a unique financial situation and can best be served with a sound financial plan.
His passion is to help his financial planning clients achieve their goals and objectives.