Eric Brunet is an Accredited Investment Fiduciary® and Certified Wealth Strategist® who likes to utilize a personalized approach to provide his clients with access to the vast resources and information needed to work towards important financial goals.
Eric is an alumnus of the Cannon Financial Institute, has over 17 years’ experience as a Financial Consultant, and holds Series 6, 7, 63 and 66 registrations with LPL Financial as well as New York & Florida State Life and Health Insurance licenses. He is a long time Treasurer of the Fort La Presentation Association and former Executive Director of the Greater Ogdensburg Chamber of Commerce.
Eric works with a team of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit