Eric Swanson

Financial Advisor

Role
Financial Advisor at Wela Financial
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Eric Swanson

I am dedicated to making a difference in people’s lives.My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I offer a broad portfolio of individual insurance protection and financial products and services for high net worth families, businesses, and institutions. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:• Define your personal financial goals• Develop a financial strategy that can help you achieve these goals• Suggest suitable products and solutions based on your needs• Implement your strategy with products and services that help meet your needs. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term. MassMutual refers to Massachusetts Mutual Life Insurance Company.My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.I am licensed to sell insurance in: IL, NM, OH

Experience

  1. Financial Advisor

    Wela Financial

    Feb 2026 — Present · Libertyville, IL, US

Education

  • Augustana College

    Bachelor of Arts (B.A.), Marketing/Marketing Management, General

    2013 — 2017

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Eric Swanson — Financial Advisor at Wela Financial in Chicago, IL, US | Unifers