Eric Taitz

Financial Advisor


Eric’s practical approach to investing helps his clients to understand their complete financial picture, not just their investments. Wth the extensive investment options available today Eric helps guide his clients to make well informed financial decisions and navigate through challenging markets. His client's also benefit from his knowledge of qualified plans and his ability to advise on the customization of their retirement plans to meet their specific needs.

Eric graduated from Albany University with a Bachelor of Science degree in Political Science.


He is committed to his community serving on the Board of the Fuoco Memorial benefiting Camp Pa Qua Tuck, a children’s camp for the handicapped. Eric has been a softball coach on both the national and local level. Eric and his wife, and their two children reside in Bayport.

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Retirement Planning Strategies for Young Investors

Keep in mind that how you handle your money today may affect how you live tomorrow. Also note that it’s a common mistake to think that one needs a lot of money in order to invest and/or save for

5 Components of a Successful Retirement Plan

Retirement planning does not need to be complicated or overwhelming. In fact, in many ways it can be surprisingly simple, even fun at times as you‘ll see here. While individual situations vary, the

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