Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies

Awards & recognition

  • Eric Tolbert, Five Star Wealth Manager, 2014-2021
  • Eric Tolbert, Better Business Bureau Accredited, 2021

Community participation

Eric Tolbert, The Warehouse District, Member, Board of Director

Eric Tolbert, Greater Cleveland Partnership, Commission of Economic Inclusion, Member, Board of Advisors

Eric Tolbert, Cleveland-Akron Financial Services Professionals, Member, Board of Director

Eric Tolbert, The Downtown Cleveland Improvement Corporation (DCIC), a governing board that support the Downtown Cleveland Alliance(DCA), Treasurer, Board of Directors

401(k) Retirement Plan

We assist business owners in choosing a 401(k) plan that helps meet your needs:

Ameriprise offers a personal experience. We start by providing information about various plans so you can choose a plan that’s right for your company. We can work with you to perform periodic due diligence providing benchmarking as necessary for your plan. We can work with you on the development of an investment policy statement (IPS) and offer a selection of investments and review of plan investments based on the IPS. We can also provide educational programs on a variety of financial topics to help your employees make informed financial decisions.