CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Eric Marshall

Senior Partner

 

Eric C. Marshall is a Senior Partner with Legacy Investment Services, Inc.

Eric provides customized financial planning solutions. Eric understands the personal complexity many clients feel about retirement and long-term financial planning and he has access to a variety of tools to provide the analysis and comparison needed to help individuals feel confident in their decisions.  Eric has also strategically partnered with many professionals who share his vision of putting the client first and bring their own expertise, adding value to a client’s overall experience. As your trusted advisor and fiduciary, Eric takes tremendous pride in aligning your portfolio with your life goals and purpose. As a partner with Legacy, he has a vested interest in your success and experience. 

“My team and I are committed to continuously improving every aspect of our business. The great Zig Ziglar said ‘help enough people get what they want and we get what we want!’  The joy of a satisfied client and their willingness to recommend our services to their friends gives me personal satisfaction and the fuel for continued growth in this business.”

Eric, his wife Meg and their two children live in Germantown Hills.

Financial Planning and Investment services and resources

  • Retire up- Visually interactive software that brings your assets, retirement income sources, outstanding debits and specific goals together in an easy to read format.
  • Riskalyze – Understand your risk before you invest with a 95% probability.
  • Personalized income planning – Take planning to a different dimension and marry the right level of risk to the proper investment based on your time horizon for that bucket of money.
  • Analysis tools – Morningstar /Portfolio Engines/ can drive deep understanding on quality, strengths, weakness, and risk adjusted returns.
  • Assist with Social Security to help you find the optimal time to start your benefits.
  • Access to individually managed accounts for customized portfolio management with proven tax efficient strategies.
  • Relationships with and direct access to portfolio managers, CFA’s,  CPA’s, CFP’s, trust services, wealth transfer specialist, trust attorneys.

Professional Experience & Credentials

  • 19 years tenure in investment, retirement planning, life insurance, and long-term care solutions
  • Member of Financial Services Institute: A voice for the independent financial services firms and  investment advisors
  • Investment Advisor Representative with Woodbury Financial Services Inc.
  • Licensed Insurance Producer and securities licenses Series 6, 63,  & 65
  • Long-term care training and institute
  • Member of Strathmore’s Who’s Who in Business

 

430 N Main St. | East Peoria, IL 61611| (309)-699-8888

Eric Marshall is an Investment Adviser Representative, Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Legacy Investment Services, LLC, which is not affiliated with Woodbury Financial Services, Inc.

 

Securities and Investment Advisory Services offered through Woodbury Financial Services Inc.

430 N. Main St. East Peoria, IL 61611. Registered Investment Advisor & Member FINRA, SIPC. Insurance Services offered through Legacy Investment Services. Legacy Investment Services & Woodbury Financial Services Inc. are not affiliated entities.

Phone Toll Free: (800) 665-7920 or Phone: (309) 699-8888
Fax (309) 699-8889
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck