Erik Speer
Financial Advisor
801 10th Street
Modesto, CA 95354
209.578.2615
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My name is Erik. I will listen to your story and help you navigate the financial complexities of life. There is no one-size-fits-all solution for everyone. Retirement planning, asset management, and lending options will be customized to your needs. Let's help make sure you are on track for success. Meet with me to take control of your future. *Lending Services are through Bank of America, N.A.
Profile

Retirement savings is the #1 topic and concern for most clients. Will I have enough income when I am no longer working? Can I retire early? Will there be excess funds to pass on to my loved ones? These are all important questions that we will discuss in detail until you are comfortable with the outcome.

About Me
Q. What are the goals when working with clients?

A. It is important to have a strong understanding of possible solutions available and implementing the best method for you to acheive success. Building a plan and sticking to it will manifest the ultimate reward of financial freedom.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Erik Speer is registered to do business in AZ, CA, FL, ID, IN, KS, NV, OR, TX, WA.