Eric P. Herried, Financial Advisor - Herried Financial Strategies LLC

Duluth, Minnesota

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About

Herried Financial Strategies LLC, based in Duluth, Minnesota, is an insurance-focused financial advisory firm founded and led by Eric P. Herried, a CFP® and ChFC® credential holder with over 20 years of industry experience. The firm provides financial planning and insurance analysis services, with particular emphasis on retirement planning and a process that begins by understanding each client's financial background and values. The firm characterizes its approach as ongoing financial planning aimed at clarifying goals and aligning financial decisions with what matters most to clients and their families.

Specialties

Insurance Planning

Firm details

Firm type
Insurance-Based
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

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