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Wealth Management with a Team Approach.

Guided by the belief that financial services need not feel stuffy or intimidating, ERSI is uniquely built to provide service as a team – providing you with the comfort of knowing your financial outcome is not in the hands of one person, but several committed professionals. We share in one another’s successes, and we share in the responsibility for getting every job done right.

We seek to help one another to grow as a team, to develop each other and to lift each other up, in the pursuit of providing exceptional service to every client.

When you work with ERSI, you are a client of the firm and have access to every resource when needed. This approach allows our team to work together to shoulder complex issues without the red tape of bureaucracy. We invite you to come by our offices and experience this friendly atmosphere, designed to encourage close-knit relationships between our team and your family.

While other firms may follow a traditional model of strict hierarchy, we find that such a system works against the ultimate goal of providing the best service possible to every client. When talented professionals are trusted to take care of your needs and work with you directly, exceptional things begin to happen.

And it all starts with a team.

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