Herried Financial Strategies LLC

Herried Financial Strategies LLC CERTIFIED FINANCIAL PLANNER® with a mission of making a difference and impacting others' lives. I am not licensed in all jurisdictions. CA ins lic #4130437.

I entered the financial services industry in 2003 and have grown both professionally and personally along this journey. What I love most about what I do goes beyond the dollar and cents, it’s the relationships I get to develop with clients as we create plans to impact their lives and making a difference for them, their families, or businesses. To continue in adapting to how my clients like to work

together, I have added the capabilities to work in person, virtually, or the combination of the two. This helps with efficiency for all and eliminates the barriers of location constrictions. I like to help my clients by empowering them with the information they need in order to make the wisest financial decisions for their situation. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Eric Herried is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 4511 W. 1st Street, Suite 7, Duluth, MN 55807. (218)722-1496. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Herried Financial Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Herried Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

12/13/2025

It truly is the most wonderful time of the year… and yet, for many families, this season also comes with revisiting the loss and grief of having lost a loved one the past year.

If someone comes to mind who might be hurting or feeling a little lost this Christmas, take a risk and reach out. A simple message, a quick call, or an invitation to connect can remind them they’re not walking through this season alone.

Let’s be the light someone needs today. ✨

Address

4511 W. 1st Street, Suite 7
Duluth, MN
55807

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