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 - over 100 different fund companies available
Stocks (Corporate Equities)
Bonds (Fixed Income Securities)
Tax-exempt Municipal Bonds
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)
Estate Planning services through the Law Offices of Jeffrey F. Dorko
Securities offered through:
Centaurus Financial, Inc.
*Member NASD & 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.
