Eric Susi

Q: What is Eric Susi email address?

Email Eric Susi at bhammock@gmail.com and lericsusi@mytruenorthwp.com. This email is the most updated Eric Susi email found in 2026.

Q: How to contact Eric Susi?

To contact Eric Susi send an email to bhammock@gmail.com or lericsusi@mytruenorthwp.com. If you want to call Eric Susi try calling on +14794510445. (updated on October 30, 2024)

Managing Partner & Sr. Financial Planner at True North Wealth Partners | Dublin, Ohio, United States

About Eric Susi

As the Managing Partner and Senior Financial Planner at True North Wealth Partners, Eric Susi brings over three decades of experience in the Insurance and Financial Services Industry, having started his journey in 1991. With a degree in Family Financial Management from The Ohio State University, Eric has cultivated a deep understanding of personal finance that extends beyond traditional investment strategies. His passion for investing began in the eighth grade, laying a strong foundation for his expertise in various financial instruments, including mutual funds, hedge funds, and alternative investments.

At True North Wealth Partners, Eric is dedicated to his mission of helping clients "Invest Wisely & Plan Ahead." He leads key projects that focus on comprehensive retirement planning, asset allocation, and estate planning, ensuring that clients are well-prepared for their financial futures. His holistic approach to financial advisory encompasses not only the management of investments and IRAs but also the integration of insurance solutions to safeguard clients' wealth.

Eric's commitment to personalized service is evident in his ability to tailor strategies that align with each client's unique goals and risk tolerance. By leveraging his extensive knowledge in financial markets and investment vehicles, he empowers clients to make informed decisions that pave the way for long-term financial stability. As a thought leader in the industry, Eric continues to stay ahead of market trends, providing valuable insights that enhance his clients' financial journeys. With a focus on education and proactive planning, he strives to build lasting relationships that foster trust and confidence in the financial planning process.

Eric Susi Work

Managing Partner & Sr. Financial Planner at True North Wealth Partners in November 2018 to Present

Senior Vice President - Financial Planning at Financial Engines in March 2007 to November 2018

Eric Susi Skills

Wealth Management

Mutual Funds

Investments

About Eric Susi's Current Company

True North Wealth Partners

Discover more about True North Wealth Partners

Frequently Asked Questions about Eric Susi

What is Eric Susi email address?

Email Eric Susi at [email protected] and [email protected]. This email is the most updated Eric Susi email found in 2026.

What is Eric Susi phone number?

Eric Susi phone number is +14794510445.

How to contact Eric Susi?

To contact Eric Susi send an email to [email protected] or [email protected]. If you want to call Eric Susi try calling on +14794510445. (updated on October 30, 2024)