Eric Markowitz

Eric Markowitz

Senior Financial Professional

Phone: (215) 640-3834
Fax: (215) 569-2680
E-mail:
 

With two decades of experience, Eric focuses on the design and implementation of strategic investment portfolios in coordination with efficient insurance protection.  He also works with small and mid-size businesses in the design and implementation of corporate retirement plans, employee benefits, life insurance and investment planning.  He values the long-term relationships that he has developed with his clients.

Eric is a member of the Million Dollar Round Table, and is a Special Needs Financial Planner with the MetLife Center for Special Needs Planning.  Eric assists families in planning for the financial future of their children or other dependents with special needs. This requires in depth knowledge of the federal laws as they pertain to   government benefit eligibility, legal trusts and guardianship, as well as   financial considerations for providing quality lifetime care.

Eric received his B.S. in Economics from the University of Pittsburgh in Pittsburgh, Pennsylvania. Eric has been appointed, and is currently serving as Vice President for the Lower Providence Finance Committee.

Mr. Markowitz resides in Collegeville, PA with his wife, Christie, and their two children.

 

Annuity and insurance products offered through AXA Network, LLC. Insurance, annuities, and investment products are not FDIC insured, are not deposits or other obligations of or guaranteed by any bank, and are subject to investment risk, including possible loss of the principal invested. AXA Advisors and its affiliates are not affiliated with Firstrust Bank.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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