Welcome to Eric Park and George Meyer's Website
Amid an ever-changing investment landscape, investors need an experienced partner who can guide them through the intricacies of investing and financial planning. One of the most important decisions you can make is to seek the advice of a qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture - someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs and help you stay on track.
As trained financial professionals, together Eric and George possess over 50 years of industry experience and are 100% committed to helping you pursue your long-term financial goals. They strive to make complex financial concepts easy to understand and concentrate on offering comprehensive guidance to best fit your specific needs. As a full-service brokerage office, Eric and George offer clients an assortment of quality, non-proprietary investments, including:
- Individual Account Services
- Corporate Account Services
If you would like any further information about these topics, or other areas of investing, please don't hesitate to call or email our office. We can help you make sense of today's investment climate.
Newsletters
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
-
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
-
ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.