Eric
Sowatsky
Avantax Planning Partners, Inc
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About this Advisor
Eric Sowatsky is a financial advisor based in Saginaw, Michigan, working with Avantax Planning Partners, Inc. Eric has previously held positions at Yeo & Yeo, P.C, Affiliated Medical Billing LLC, Yeo & Yeo Consulting, LLC, Yeo & Yeo Properties LLC, Yeo & Yeo Wealth Management LLC, and Avantax Planning Partners, Inc. Eric is registered to provide services in Michigan. Currently, Eric is part of Avantax Planning Partners, Inc, which operates out of Saginaw, Michigan. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eric Sowatsky Work History
Avantax Planning Partners, Inc
Affiliated Medical Billing LLC
Yeo & Yeo Consulting, LLC
Yeo & Yeo Properties LLC
Yeo & Yeo Wealth Management LLC
Yeo & Yeo, P.C
Disclosures
Please visit the SEC profile of Eric Sowatsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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