Erich Werner
Working with you one on one, Erich Werner will help you create a personalized portfolio to track your investments' progress. By taking the time to review each aspect of your financial goals and options and by developing a personal relationship with you, he will gain an extensive knowledge of your goals and values, enabling him to confidently determine where to potentially achieve maximum returns on your investments. You will see a written plan before you make any decisions.
Also, as a tax specialist, Erich Werner handles the tax returns for his clientele. He has been doing taxes for more than 45 years and completes approximately 250 tax returns annually, giving him a significant edge over other financial consultants. He has acted as a financial advisor to professionals in the medical, legal and educational fields. Since 1981, Erich Werner has served individuals and businesses in Gainesville, Fla., and surrounding areas.
He is a teacher and a speaker extraordinaire, and regularly conducts a weekly radio show, MONEY TALK on 99.5 the Star FM, Saturday mornings at 11a.m. He is the CEO of Erich Werner Investments Inc., a registered investment advisory firm and is dedicated to serving clients through Schwab Institutional since 2006. Erich’s sense of humor and quick wit add an entertainment feature to his presentations. He makes difficult concepts easy to understand and to appreciate. Come hear him at his next dinner-seminar!
Contact our office today to set up your free initial consultation.
