Eric Dorman

Certified Financial Planner - Partner at Affiliated Financial Planners

Eric Dorman's Professional Contact Details

Email (Verified)
****@afpteam.com
HQ
(484) 297-2199
Location
Allentown, Pennsylvania, US
Company
Affiliated Financial Planners
Person Seniority
partner
Person Functions
finance

Eric Dorman's Current Company Details

Affiliated Financial Planners is a relationship-based financial planning firm. We specialize in comprehensive financial planning for our clients. We help our clients with everything from planning for...
Affiliated Financial Planners is a relationship-based financial planning firm. 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. We seek to provide quality advice, effective implementation, and superior service to their individual and corporate clients in the areas of financial and retirement planning, asset allocation, independent selection of Mutual Funds and Annuities, Life Insurance, Long Term Care Insurance, Health Insurance, Disability Insurance, and FDIC Insured Banking Services. 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 50 years; whether it's preparing for a comfortable retirement - or sending their children and grandchildren to college.
Founded Year
1990
Organization Website
affiliatedfinancialplanners.com
Organization Languages
English
Current Technologies
constant contact
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Job Functions

Finance
Consulting
financial planning
retirement planning
asset allocation
mutual funds
annuities
life insurance
long term care insurance
health insurance
disability insurance
fdic insured banking services
finance

Eric Dorman's Work History and Education

Affiliated Financial Planners
Certified Financial Planner - Partner
2008 - Present

Colleagues at Affiliated Financial Planners

Certified Financial Plannerâ„¢
Client Care Representative

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