National Academy of Elder Law Attroneys
National Academy of
Elder Law Attorneys
Law Offices of
  Jeffrey F. Dorko  

Jeffrey F. Dorko

Dorko Wealth & Estate Planning

Dorko Wealth & Estate Planning in Berks County, PA. • 999 Berkshire Blvd., Suite 110
Wyomissing, PA. 19610 • (610) 926-3333
 
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Jeffrey Dorko's training in Finance at the Wharton School of the University of Pennsylvania makes him uniquely qualified to provide professional financial planning services.

Cheryl Dorko is a licensed stock broker, a registered representative and branch manager with Centaurus Financial, Inc. and a licensed Investment Advisor.

In addition to providing our clients with a variety of financial services, we have the ability to make investment transfers for estates and trusts efficiently and economically.

Financial Services & Products
  • Mutual Funds
  • Stocks (Corporate Equities)
  • Bonds (Fixed Income Securities)
  • Tax-exempt Municipal Bonds
  • Real Estate through REITs and TICs
  • Gas & Oil drilling LP's
  • Annuities
  • Traditional and Variable Life Insurance
  • Long Term Care Insurance
  • IRAs
  • 401(k) and other Qualified Retirement Plans
  • Tax-deferred College Savings Plans (529 Plans)
  • Low interest Margin Loans
 
 


Securities offered through: Centaurus Financial, Inc.
*Member FINRA & SIPC

As a Centaurus client, you will discover that everyone at Centaurus Financial is committed to providing the highest-quality service. Our philosophy is to put customers first, listen to their objectives and goals and, armed with this information, research the vast array of possible solutions. Thus, recommendations are made based on what is best for the customer and are free from the inherent conflicts of interest which can arise when a company limits its range of available investments to "in-house" products.

Your investment recommendations should balance your financial goals with your investment time-frame. We offer risk management through diversification of your investments, as well as tax planning to reduce the drain on your investments from income taxes.

If you have an annuity, take advantage of our free annuity contract review.
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