We are Ericschwarzman

We help our customers achieve their financial goals. Our client-centric approach has cultivated strong relationships, leading to enhanced employee well-being and successful investment strategies.

WHO WE SERVE

We pride ourselves on helping our investors achieve their financial goals. With over 217 investor centers and a dedicated team of 78,000 associates, our innovative solutions have supported businesses and individuals in navigating their financial landscapes effectively.

Our client-centric approach has cultivated strong relationships, leading to enhanced employee well-being and successful investment strategies for over 29,000 businesses and 16,500 wealth management firms.

Years of Experience

Happy Customers

Award Winning

Customer Satisfaction

Our Journey Through Time

Founded in Chicago, Ericschwarzman.com has grown from a small financial institution to a global powerhouse, revolutionizing investment strategies and employee benefits for clients worldwide over the last decades.

Year 2024

In 2024, Ericschwarzman.com was established, focusing on providing robust financial solutions tailored to meet the diverse needs of clients across various sectors.

Year 2023

By 2023, the company expanded its reach, opening 100 investor centers across the U.S., effectively enhancing its customer service and local presence.

Year 2022

In 2022 Ericschwarzman.com introduced a groundbreaking technology platform, streamlining investment processes and providing clients with enhanced data-driven insights.

Year 2021

In 2021, we celebrated the milestone of serving over 29,000 businesses, positioning us as a leader in employee benefit programs and customer financial support.