Cheryl Dorko Financial Advisor
Cherly Dorko
REGISTEREDPRINCIPLE &ADVISORYASSOCIATE
 
Cheryl Dorko, Financial Advisor "DORKO WEALTH & ESTATE PLANNING"
Financial Advisors in Wyomissing
Reading, Berks County, Pennsylvania
Cheryl Dorko, Financial Advisor
At Dorko Wealth & Estate Planning we work within the financial industry much the same way a travel agent works within the travel industry. That is to say, we deal with many different companies -insurance companies, investment companies, and accountants. Our main objective is to show clients how to make their money work harder for them. We find that most families today have a hard time understanding the fields of insurance, investments and taxes. And, because of this, they often make financial mistakes, which could be easily avoided if they received the proper advice at the right time. Our job is to examine everything you are doing within these fields and then make specific recommendations on how to reposition your assets to maximize growth, reduce risk and lower taxes.

Click Here for Estate Planning

Retirement Investment Plans

"The average American today is faced with the probability of living longer and being retired longer than previous generations. Because of this modern development, preparation for retirement has become a formidable challenge with significant consequences. You can take the first step by seeking professional advice, and pursuing opportunities to build your wealth."

Cheryl Dorko has extensive knowledge of pension plans, benefits packages & executive compensation for Berks County employers including:

  • First Energy
  • PSERS
  • Federal, SERS, and Berks County
  • Carpenter Technology
  • Wyeth
  • Reading Hospital
  • Early Retirement & Salaried Employee Transition Offers

At Dorko Wealth & Estate Planning, you will discover that we are 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 arise when a company limits its range of available investments to "in-house" products.

Your investment recommendations will balance your financial goals, your investment time-frame, risk management through diversification of your investments, tax planning to reduce a drain on your investments from income taxes, and only the necessary fees to achieve your financial goals.

Securities offered exclusively through Centaurus Financial,
a registered broker/dealer.
Member FINRA & SIPC
Cheryl Dorko, Financial Advisor   Cheryl Dorko, Financial Advisor