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Eric Rodriguez
Eric Rodriguez

Eric Rodriguez

Top Pro

Contact for price

Responds in about 3 hours


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If you hire this pro, you’re covered by a money-back guarantee. Learn more

Introduction
Helping Families Protect What Matters Most I’m Eric Rodriguez — a licensed financial planner and estate planning specialist with over 20 years of experience. I serve families in NJ, PA, and DE with attorney-reviewed Wills, Trusts, and full legacy protection. I combine both legal and financial planning to help you: ✅ Avoid court, conflict, and confusion ✅ Transfer wealth tax-free ✅ Create a plan that protects your home, your assets, and your peace of mind Most families tell me, “We should’ve done this years ago.” I work with a limited number of families each month to provide personal attention and real results. 📞 Let’s connect. No pressure — just peace of mind.
Overview

Current Top Pro

Hired 25 times

Serves Cherry Hill, NJ

Background checked

15 employees

23 years in business

Business hours

Sun9:00 am - 5:00 pmMon9:00 am - 5:00 pm

Payment methods

This pro accepts payments via Apple Pay, Credit card, Google Pay, PayPal, Stripe, and Zelle.

Services offered
Draft needed

Will only

Power of attorney only

Will and Power of attorney

Living trust

Number of people

Individual person

Couple (individual and spouse)

Work location

My customers travel to me

I travel to my customers

Projects and media

6 photos

Projects and media

6 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and value.

Excellent 4.9

15 reviews

5
93%
4
7%
3
0%
2
0%
1
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Read reviews that mention:


pro avatar
Rachael H.
Apr 23, 2025
·

Hired on Thumbtack

Hired on Thumbtack

Eric Rodriguez's reply
Wills and Estate Planning
pro avatar
Hilda R.
Apr 17, 2025
I recently used Mr. Rodriguez to create a will. The entire experience was smooth, professional, and surprisingly quick. The platform was user-friendly, and he walked me through every step with clear explanations, which could've been a stressful task, feel easy and manageable. I also appreciate the customization options available in order to talior the document to fit my specific needs. Overall, I highly recommend Mr. Rodriguez to anyone looking to handle their Estate Planning efficiently and confidently. It gave me a real peace of mind.
Eric Rodriguez's reply
Hi Hilda—thank you for the wonderful feedback! Working with someone as thoughtful and prepared as you made the process a breeze, and I’m glad the will came together exactly the way you wanted. Knowing you now have true peace of mind is why I do this work. For anyone reading: if you’d like an estate plan that’s easy to complete and tailored to your family’s needs, just send me a quick message here on Thumbtack. I respond promptly and would be honored to help you protect what matters most. Warm regards, Eric Rodriguez
pro avatar
Elizabeth F.
Jan 30, 2025
Eric was wonderful to work with on building my trust and will. He was patient in teaching me valuable information in financial planning and helped me to decide on important decisions that comes with financial responsibility. Eric even offered to bring his wife to help me notarize my trust. Eric continues to help me and my family by providing essential financial advice and knowledge that everyone should have a basis for. Thank you for your support.
Eric Rodriguez's reply
Thank you so much for your kind words, Elizabeth 🙏 It was truly a pleasure helping you build your Trust & Will and guiding you through the financial planning process. I believe that education and clarity are key in making the best decisions for your legacy, and I’m grateful for the opportunity to support you and your family. I’m always here to provide ongoing guidance and ensure your financial future remains secure. If you ever have any questions or need further assistance, don’t hesitate to reach out. Wishing you and your family peace of mind and generational prosperity! 💙
pro avatar
Josephine B.
May 9, 2025
·

Hired on Thumbtack

Hired on Thumbtack

Eric was great to work with, he responded quickly to my questions.
Eric Rodriguez's reply
Thank you for the thoughtful review! Providing clear guidance and prompt support is something I take great pride in. If you or someone close to you ever needs trusted guidance, I’m always here to help protect what matters most."
Wills and Estate Planning
pro avatar
James I.
Apr 22, 2025
·

Hired on Thumbtack

Hired on Thumbtack

Eric returned call quickly and questions were answered very throughly.
Eric Rodriguez's reply
Thank you James for taking the time to share your experience. With so many important decisions competing for attention, your review means a great deal—it helps me reach and serve more families, a responsibility and calling I hold with deep gratitude.
Wills and Estate Planning
Credentials
Background Check

Eric Rodriguez