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P.O. Box 619001 MD 2100, HDQ
DFW Airport, TX 75261-9001
(800) 533-0035
ABA / Routing # 311992904

Eric Holbert

Eric Holbert

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Work With Someone You Trust

Eric Holbert is a Flagship Financial Group Advisor serving American Airlines Federal Credit Union member-owners.

Eric Holbert
Financial Advisor

Flagship Financial Group located at:
American Airlines Credit Union
439 W Stonewood Drive
Broken Arrow, OK 74012
Phone: (918) 355-7119

Email Me

My Professional Services

  • 401(k) Planning
  • Portfolio Management
  • General Investment Management
  • Retirement Planning
  • Retirement Income Planning
  • Insurance Planning
  • Tax-advantaged Investment Planning

Background

Over the last 24 years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time — while maintaining consistency with their individual comfort level, investment timeline and goals. Working together with you, I can help you create a strategy geared toward meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement and 3) transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense — as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a trusted advisor of Flagship Financial Group, I have a strong history of working with Credit Union members, their family and their friends.

Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
    • Will you have enough income in retirement?
    • What should you do with an existing retirement plan from a previous employer?
    • How will you pay for a child's or grandchild's education?
    • Financially, what would happen to your family if you died?
    • How will you pay for long-term care?

Accreditations

  • Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC

Education

  • BS Marketing and Economics - Oklahoma State University
  • Masters in Business Administration - Oklahoma City University

Contact Eric Holbert for a no-cost, no-obligation consultation.

Check the background of this investment professional on FINRA’s BrokerCheck.

American Airlines Credit Union
439 W Stonewood Drive
Broken Arrow, OK 74012
8:00 AM - 5:00 PM Mon-Fri
Saturday by Appointment Only
American Airlines Credit Union
12411 E 96th St N
Owasso, OK 74055
By Appointment Only
American Airlines Credit Union
3900 N Mingo Rd
Tulsa, OK 74116
By Appointment Only
 

 

Securities and insurance products are offered through Cetera Investment Services, LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affilated with the financial institution where investment services are offered.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

View Cetera Investment Services privacy policy and other important information.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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