Meet Eric

Wealth Advisor

Eric Terry

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Contact info

Email:

eterry@financialguide.com

Office:

206-785-6424

Mobile:

425-600-9040

Other:

Website

Focus areas

Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Risk Management Strategies, Financial Education, Business Succession Planning

Languages

English

Professional Story

Eric joined Northwest Wealth Strategies in 2020 after 16 years in the Banking industry. As a banker, Eric worked with business owners helping them manage their cash flow, lending needs, foreign exchange needs, payroll and many other day to day services. Never wanting to turn a client away, Eric developed a strong network of business professionals ranging from Real Estate Agents to Insurance Brokers to Investment Bankers. Additionally, Eric is a graduate of the Pacific Coast Banking School demonstrating his commitment to excellence and desire for continual professional improvement. He left Banking to pursue Financial Services because he has a passion for helping individuals prepare for their future and felt that this could extend beyond his limited scope as a banker.

Education

Brigham Young University, Utah Valley University, Pacific Coast Banking School

Hobbies

Music (bass player and singer in a cover band), Soccer (coach and player), Mountain Biking

CRN202808-9231229

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MassMutual Northwest

920 Fifth Avenue, Suite 1600
Seattle, WA 98104

Connect with us 206-628-8800 206-624-1766 Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 920 Fifth Avenue, Suite 1600, Seattle, WA 98104, Phone: 206-628-8800.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.