Eric C. Tolmie Financial Services LLC
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About Our Agency

About Eric C. Tolmie Financial Services LLC

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Eric Tolmie - Agency OwnerEric C. Tolmie - Founder
Since 1988, Eric provided individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and health care planning, as well as other wealth management needs.

Eric received his MBA from the College of Saint Rose after gaining his BA in Political Science and American History from the State University of New York at Albany. He then began his career in 1989 as a financial advisor with Key Private Banking and Investments, where he worked for 11 years before deciding to work as an independent advisor.
 
Designations and registrations

Masters in Business Administration (MBA)
FINRA Series 7, 63, and 65 securities registrations through Commwealth Financial Network®
Certified American Health Insurance Plan (AHIP) Certified
New York State Health Insurance Licensed since 1988

Awards & Honors

US Navy Expeditionary Medal, 1984
US Navy Unit Commendation & Sea Service Ribbon w/Star 1984
US Navy Good Conduct award 1984
Honor graduate Fleet Combat Training Center, Norfolk VA 1981
 

Eric and his wife, Kristine,  have resided in Albany, New York since 1985. They have one son, Ian. Eric is a veteran of the United States Navy and has enjoyed traveling the world. He is an avid NY sports fan of baseball, football, and hockey.

Thanks for taking the time to learn more about our agency and please feel free to contact us any time about anything.


How can we help you today?

(518) 573-8419
1475 Western Ave.
STE 51, PO Box 38009,
Albany, NY 12203​
Click Here to Email Us

Licensed in New York, Connecticut, Georgia, Massachusetts, New Jersey, Pennsylvania and Vermont

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Eric C. Tolmie Financial Services LLC
1475 Western Ave.
STE 51, PO Box 38009,
Albany, NY 12203​
(518) 573-8419​
Click Here to Email Us

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  • Home
  • Medicare
    • Medicare Overview
    • Medicare Part A Fact Sheet
    • Medicare Part B Fact Sheet
    • Medicare Part C Fact Sheet
    • Medicare Part D Fact Sheet
    • Medigap Fact Sheet
    • Preparing for Medicare Enrollment
    • Enrolling in Medicare
    • Medicare Links
  • Insurance
    • Medicare Supplement Coverage
    • Medicare Advantage Plans
    • Prescription Drug Plans
    • Dental Insurance
    • Vision Insurance
  • Quotes
    • Medicare Supplement Coverage Quote
    • Medicare Advantage Plan Quote
    • Prescription Drug Plan Quote
    • Dental Insurance Quote
    • Vision Insurance Quote
  • Consultation
  • About
    • Staff Directory
    • Refer a Friend
    • Insurance Carriers
    • Online Documents
    • News
  • Contact