Eric Ross

Specialties

Are you thinking of buying a house, adding to your family or starting a business?

Or perhaps you’re wondering how you’re going to pay for your child’s college and retire?

All of these events are exciting, but be stressful from a financial perspective.

I enjoy working with clients, and can provide you advice and recommendations to help you get from where you are today to where you want to go.

Areas of Focus: Small Business, Estate Planning, Insurance

My Clients:

Running your business and making sure your employees are taken care of is time consuming. I can help by sitting down with you and reviewing retirement plans, employee benefits, taxes, protection, valuation, and even succession planning. As we work together, you can feel more confident about focusing on what’s really important to you: running your business.

I work closely with:

Christian Community, Small Business owners, People in construction

History

Established in 1894.

We are, and have been for over a century, a company on a mission. Our advisors help clients achieve their financial goals through personal financial planning and advice. Over the years, we’ve helped millions of people invest and save billions of dollars for what’s important to them. The strength of our commitment is matched only by our strength as a company. Through downturns, recessions, booms and even depressions, we have always honored our financial obligation to clients. In today’s complex financial world, our advisors help clients by providing a steady voice, a listening ear and a clear vision of financial opportunities and pitfalls. Through their ongoing relationship with you, our advisors identify and tailor solutions for your specific needs. That’s how, together, we help put more within reach for you and your loved ones.

Meet the Business Owner

Eric M.

Business Owner

About me:

Business Experience:

2002 to present, Financial Advisor, Ameriprise Financial Services, Inc.,

Education:

B.S., 2001, Finance/​Entrepreneurship

University of Arizona, Tucson, AZ

Designations:

Certified Financial Planner ®

Certified Estate Planner ®

Professional associations:

Kingdom Advisors

Business Networking International

Awards and Recognition:

Ameriprise Client Satisfaction Survey Score: 92, 2010

Personal/​Family information Interests:

Married to Julie Ross

Children: Ava and Aiden

Dog: Mya (Golden Retriever Lab)

Interests:

Love the outdoors and anything involving a challenge.