Eric Scott Financial Employee Directory
Financial ServicesUtah, United States2-10 Employees
Eric Scott Financial is a financial services firm based in St. George, Utah, that concentrates on tax planning and diversification strategies with a emphasis on IRAs. The company aims to help clients reduce various tax liabilities, including income, Social Security, capital gains, estate, and certain securities taxes, by tailoring strategies to individual circumstances. Its client base appears to include individuals and families seeking tax-efficient financial planning, with a focus on diversification and personalized objectives informed by the advisor’s experience and commitment to client satisfaction. Investment advisory services are provided through Horter Investment Management, LLC, a SEC-registered advisor, while insurance and annuity products are offered directly through Eric Scott Financial; securities transactions for Horter clients are routed through multiple brokerage platforms.