About Sherwood Investments
Eric J. Linger is a Registered Investment Advisor (RIA) and the principal of Sherwood Investments. He specializes in developing customized financial strategies so clients can retire financially secure. He values the close, personal contact he maintains with each of the clients he works with.
Prior to founding Sherwood Investments, Mr. Linger was the branch manager of a major Edward Jones investment office in Somerville, NJ. He started his career as an electrical engineer at Bell Labs, and advanced to senior executive positions in financial planning and analytical areas at AT&T.
Mr. Linger received a Bachelor of Science in Electrical Engineering (BSEE) from Penn State, a Master of Science in Electrical Engineering (MSEE) from New York University, and an MBA from Monmouth University.
As a financial expert with in-depth investment knowledge, Mr. Linger appears on television on both the east and west coast and is quoted in national newspapers and professional publications. He completes over 30 credits of continuing education every year to keep abreast of changes and to increase his proficiency.
My love for financial management began at an early age after winning the stock-picking contest in high school. I couple this passion with my financial planning and investment management experiences at Bell Labs, AT&T, and Edward Jones to help individuals simplify and improve their financial lives.
Eric J. Linger is an active member of the prestigious organization National Association of Personal Financial Advisors (NAPFA). Membership requires extensive experience, submission of a comprehensive financial plan for peer review, and that he is a fiduciary. Mr. Linger puts this in writing for each client that he is a fiduciary and always works in their best interest.
On a personal note, I am an avid photographer, tennis player, runner, and ham radio operator (K2GU). I love animals and have one wife, two kids, and two cats.
“My objective is to help you to be financially secure and independent.”
IDENTIFY YOUR OBJECTIVES
We start by understanding your current situation, objectives and needs. Answer all investment related questions too!
FORMULATE THE BEST STRATEGY FOR YOU
We then develop your personalized financial plan and investment portfolio.
SELECT QUALITY INVESTMENTS
Literally thousands of low-cost investments are analyzed and only those with the best outlook are considered.
MANAGE AND UPDATE YOUR INVESTMENTS
Your portfolio is continually monitored to include changing financial and personal conditions
WORK CLOSELY WITH YOU
Calls are returned the same day. Never a charge for calls or meetings.