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

 

Legacy Investment Services, Inc.

 

Professional Experience

Eric is a senior founding partner with Legacy Investment Services Inc., a financial firm specializing in wealth accumulation and retirement income planning.  Legacy provides financial solutions through analysis, research-driven options and state of the art technology tools. We help our clients manage risk by using a balanced and diversified approach to investing. Legacy’s “Best-of-Class” are at the foundation of Legacy’s philosophy. As a senior partner, Eric plays a key role in identifying those funds and products for our clients and has a vested interest in each and every client’s success. Eric knows that focusing on our clients’ needs and wants is extremely important since our model for growth is based solely on referrals. 
 

Professional Experience & Credentials

  • Tenure 16 years, Insurance, Investment & Retirement
  • Member of Woodbury’s Elite Eagle Circle Club since 2006
  • Long-Term Care Training and Research Institute
  • Member of Strathmore’s Who’s Who in Business
  • Member of Financial Service’s institute: A Voice of Independent Financial Services Firms and Financial Advisors
  • Licensed Insurance Producer- State of Illinois
  • Investment Advisor Representative with Woodbury Financial Services, Inc
  • Independent Broker/ Dealer and Member FINRA and SIPC, Series 6, 63, 65

 

Personal

Eric has been married to his wife, Meg, for 6 years.  They live in Germantown Hills, Illinois with their two children, Gavin and Juliana. 

 

 

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