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Our financial advice team


Bill Eldridge

Bill Eldridge

CLU®, ChFC®

Financial Advisor

Chartered Financial Consultant®
First American Financial
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®