Our team

Eric Bilger
FIC
Financial Advisor

Eric has more than 30 years of experience helping clients meet and achieve their financial goals. He uses his years of experience to provide hands-on, customized solutions for clients while educating them to make sound investment decisions for themselves and their family. Eric is involved in every step of the process—from the initial gathering of information and creating the solutions, to providing recommendations and following up down the road, he will be there. During his 30 years, Eric has been a guiding voice for his clients during the many changes and challenges life can offer. He values the relationships he has built over the years and is always there for his clients when called upon.

States Licensed: AZ, CA Insurance Lic. #0C79367, CO, CT, DE, FL, GA, ID, IL, MA, MD, ME, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

About Eric Bilger

Eric has more than 30 years of experience helping clients meet and achieve their financial goals. He uses his years of experience to provide hands-on, customized solutions for clients while educating them to make sound investment decisions for themselves and their family. Eric is involved in every step of the process—from the initial gathering of information and creating the solutions, to providing recommendations and following up down the road, he will be there. During his 30 years, Eric has been a guiding voice for his clients during the many changes and challenges life can offer. He values the relationships he has built over the years and is always there for his clients when called upon.

States Licensed: AZ, CA Insurance Lic. #0C79367, CO, CT, DE, FL, GA, ID, IL, MA, MD, ME, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
James Bilger
FIC
Financial Advisor

Jim has 25 years of experience in the financial services industry and during that time he has been part of a team that has helped clients reach and maintain their financial goals. Jim serves as the head of operations at Bilger Financial Group, working to ensure that each client experiences outstanding customer service. He also works closely with Eric to see that clients are on track to meet their stated goals and he is hands-on to confirm all customer service needs are being met once plans are put into place. Jim also plans all the unique client events designed to stay in touch with clients and keep them educated about what is going on in the financial world. 

States Licensed: NJ, NY

About James Bilger

Jim has 25 years of experience in the financial services industry and during that time he has been part of a team that has helped clients reach and maintain their financial goals. Jim serves as the head of operations at Bilger Financial Group, working to ensure that each client experiences outstanding customer service. He also works closely with Eric to see that clients are on track to meet their stated goals and he is hands-on to confirm all customer service needs are being met once plans are put into place. Jim also plans all the unique client events designed to stay in touch with clients and keep them educated about what is going on in the financial world. 

States Licensed: NJ, NY
Michael Cousins
Financial Advisor

Although Mike is the newest member of our team, he is certainly not a stranger to the financial service business. Mike has an extensive background in the helping clients with their financial needs over the last 20 years and we are proud to have him act as our client relationship manager. Mike helps clients set up new accounts, services their existing account needs, answers their questions and helps ensure they receive an outstanding customer service experience when working with us. Mike is friendly, patient, knowledgeable and ready to help answer your questions every step of the way.

States Licensed: NY

About Michael Cousins

Although Mike is the newest member of our team, he is certainly not a stranger to the financial service business. Mike has an extensive background in the helping clients with their financial needs over the last 20 years and we are proud to have him act as our client relationship manager. Mike helps clients set up new accounts, services their existing account needs, answers their questions and helps ensure they receive an outstanding customer service experience when working with us. Mike is friendly, patient, knowledgeable and ready to help answer your questions every step of the way.

States Licensed: NY
Team member
Sheri Bilger
CLF®, FIC, CLTC®
Associate
States Licensed: MN, ND, NY

About Sheri Bilger

States Licensed: MN, ND, NY