Eric Tolbert

ChFC®, CLU®

Financial Advisor

Business Financial Advisor

ERIC TOLBERT & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.

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Eric Tolbert Ameriprise Financial Advisor
Office location
1422 Euclid Ave
The Hanna Bldg Ste 1564
Cleveland, OH 44115




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Get Directions Map & directions
(216) 373-7526
eric.x.tolbert@ampf.com

As an affluent investor, your financial needs are more complex than those of the average investor. I'll work with you to create a plan that simplifies your overall financial picture and provides long-term strategies for goals such as retirement, managing taxes, planning for a child's education funding and preserving wealth. You'll also enjoy special benefits and advantages reserved especially for Ameriprise Gold Advantage clients.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.


Areas of Focus
  • Investment Advice
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options
  • General Financial Planning
Professional Associations
  • Estate Planning Council of Cleveland
Community Service & Personal Interests
  • Council of Smaller Enterprises / Group Services Inc., Member,Board of Directors
  • Greater Cleveland Partnership, Member, Board of Direstors
  • Cleveland State University, visiting committee on continuing education, Chairperson, Board of Director
  • The Estate Planning Council of Cleveland, Member, Board of Directors
  • The McDonald Fund, Supporting organization of The Cleveland Foundation, Member, Board of Trustees
Office Hours
  • Monday: 7:00 a.m. - 7:00 p.m.
  • Tuesday: 7:00 a.m. - 7:00 p.m.
  • Wednesday: 7:00 a.m. - 7:00 p.m.
  • Thursday: 7:00 a.m. - 7:00 p.m.
  • Friday: 7:00 a.m. - 7:00 p.m.
  • Saturday: 7:00 a.m. - 1:00 p.m., or By Appointment
  • Sunday: By Appointment
  • I am licensed and registered to conduct business in OH.
  • Based on licenses and registrations I hold, I may also conduct certain business in AZ, VA