The Eger Rush Group
At the Eger Rush Group, we provide families and business owners with tailored financial strategies designed to preserve and grow wealth, while minimizing tax liabilities. Backed by the resources of Merrill, we offer full-service potential financial solutions that extend beyond investment management, helping to ensure a holistic approach to financial well-being. Whether it's business succession planning, estate management, or optimizing personal financial strategies, our team is dedicated to delivering results-driven, personalized service at every stage of your financial journey.
At the Eger Rush Group, our mission is to deliver exceptional, client-centered wealth management services that prioritize your long-term financial well-being. We believe in providing tailored strategies that address the unique needs of families and business owners, blending traditional investment management with innovative tax-efficient strategies. Our goal is to help you achieve financial success while preserving and growing your wealth for generations to come.
Join us for our upcoming monthly call, where we're excited to welcome James Scopis, Senior Vice President, and Cyber Crime Specialist, as our special guest. James will share his insights on the evolving landscape of cyber threats and how businesses & families can protect their financial assets in today's digital world. Don't miss this opportunity to gain valuable expertise on safeguarding your wealth and organization. We look forward to having you join the conversation!
Tuesday, November 05, 2024
10:30 a.m. to 11:30 a.m. CT WebEx
https://goto.webex.com/weblink/register/r9590c11eedcbf4d119da560ecfd14f0a
We invite you, as well as any family, friends, colleagues you feel would benefit, to join us for our monthly webinar session. Please use the link above to register and reserve your spot today. For more information: Call Trenton R. Hollas at 713-658-1517 or trenton.hollas@ml.com
ChFC®, CFP®, CLU®
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.
