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@affiliatedfinancialplanners.com
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9 phones found area 507, 858, 619, and 904
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LinkedIn matched
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Eric Dorman is listed as Certified Financial Planner - Partner - Affiliated Financial Planners - Advisor - Consultant - Counselor at Affiliated Financial Planners, a company with 4 employees, based in Allentown, Pennsylvania, United States. AeroLeads shows a work email signal at affiliatedfinancialplanners.com, phone signal with area code 507, 858, 619, 904, and a matched LinkedIn profile for Eric Dorman.
Eric Dorman previously worked as Certified Financial Planner - Partner at Affiliated Financial Planners and Independent Financial Planner at Sterne Agee. Eric Dorman holds Certified Financial Planner Tm from The American College.
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AeroLeads found 1 current-domain work email signal for Eric Dorman. Compare company email patterns before reaching out.
Thank you for visiting my profile. I am Eric Dorman, Certified Financial Planner and Partner at Affiliated Financial Planners, a financial advising firm established in 1981 in Schnecksville, PA. We specialize in comprehensive financial planning for our clients. We help our clients with everything from planning for retirement to paying for college, managing million dollar portfolios to developing tax and estate planning strategies.Affiliated Financial Planners works for you. As an independent financial planning firm, we are neither limited nor restricted to working with any particular investment or insurance company. Rather we match clients goals, objectives and needs with the most appropriate provider.We have been helping families and small business owners meet their financial goals for a combined 61 years; whether it's preparing for a comfortable retirement - or sending their children and grandchildren to college. Eric Dorman may only discuss and/or transact securities business with residents of the following states: PA, OH, VA, DC, NC, SC, FL, CO, NVSpecialties: 1. Investments - Portfolio Analysis and Planning2. Qualified Retirement Plan and IRA issues3. Retirement Income Planning Strategies4. Life Insurance, Ownership, Cost, Beneficiary5. Estate Planning Document Review6. Gifting Strategies to Children and Beneficiaries7. Legacy Planning - Charitable Giving Strategies8. Long Term Care9. Business Succession PlanningIf you would like to discuss your financial situation, we invite you visit our website AffiliatedFinancialPlanners.com or email me at eric@AFPTeam.comSecurities are offered through Sterne Agee Financial Services, Inc.
Listed skills include Retirement Planning, Retirement, Estate Planning, Investments, and 33 others.
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Schnecksville, PA
As independent financial planners, my partner Tom Hock and I are both CFP(R) and combined have over 61 years of experience. We specialize in the family and small business market and seek to provide alternative financial solutions for weathering today's tough economic markets in the areas of Education Funding, Retirement Accumulation and Distribution.
I was a Fraternal Insurance Counselor, which gave me the basis to look at the big picture. The counselor taught me to have a keen ear to the goals, needs, and desires of the client, and ultimately put together a holistic, comprehensive plan to meet the needs of the individual.
Other employees you can reach at affiliatedfinancialplanners.com. View company contacts for 4 employees →
Noah Dorman, Cfp®
Colleague at Affiliated Financial PlannersUnited States, United States
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Joseph Hudock
Colleague at Affiliated Financial PlannersOrefield, Pennsylvania, United States, United States
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Linwood Gehris
Colleague at Affiliated Financial PlannersMacungie, Pennsylvania, United States, United States
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Being awarded the CFP was one of the greatest ambitions and achievements that I'm proud to accomplish, second only to earning Eagle Scout.
Activities and Societies: Delta Upsilon Fraternity, ADFPA PowerliftingMy BS in Business Management gave me a breadth of knowledge across.
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Eric Dorman works for Affiliated Financial Planners.
Eric Dorman is listed as Certified Financial Planner - Partner - Affiliated Financial Planners - Advisor - Consultant - Counselor at Affiliated Financial Planners.
AeroLeads has found 1 work email signal at @affiliatedfinancialplanners.com for Eric Dorman at Affiliated Financial Planners.
AeroLeads has found 9 phone signal(s) with area code 507, 858, 619, 904 for Eric Dorman at Affiliated Financial Planners.
Eric Dorman is based in Allentown, Pennsylvania, United States while working with Affiliated Financial Planners.
Eric Dorman has worked for Affiliated Financial Planners, Sterne Agee, and Aid Association For Lutherans (Thrivent).
Eric Dorman's colleagues at Affiliated Financial Planners include Noah Dorman, Cfp®, Joseph Hudock, and Linwood Gehris.
You can use AeroLeads to view verified contact signals for Eric Dorman at Affiliated Financial Planners, including work email, phone, and LinkedIn data when available.
Eric Dorman holds Certified Financial Planner Tm from The American College.
Eric Dorman is listed with skills including Retirement Planning, Retirement, Estate Planning, Investments, Financial Advisory, Financial Planning, Iras, and Securities.
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