Merrill Lynch Financial Advisor Eric Forward

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Investment management

About

Eric Forward is a financial advisor based in Roseville, California, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Eric specializes in comprehensive financial planning and investment management. He serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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