 Eric 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) 438-2008
Stuyvesant Plaza Second Floor 2 Executive Park Drive Albany, NY 12203 Click Here to Email Us |
Licensed in New York, Connecticut, Georgia, Massachusetts, New Jersey, Pennsylvania and Vermont
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Stuyvesant Plaza, Second Floor 2 Executive Park Drive Albany, NY 12203 (518) 438-2008 Click Here to Email Us |
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