At Dorko Wealth & Estate Planning in Wyomissing, we serve Berks County with knowledge and integrity, providing superior value and service to our clients in Investing, Retirement Planning, Financial Planning and Estate Planning.

Step 1 — Chose your financial advisor.

One of the most important investment decisions an investor will make is the choice of a financial advisor. This individual should be someone you trust and feel comfortable working with. At Dorko Wealth & Estate Planning in Wyomissing, our financial planner and investment advisor, Cheryl Dorko, will meet with prospective clients from Wyomissing, from Berks County, and from the wider eastern Pennsylvania area.

*Schedule a complimentary preliminary appointment
to meet with Cheryl to see if we're a good fit for you.

Step 2 — Develop or update your financial plan.

Working with Cheryl Dorko as your financial advisor, you will develop a financial strategy suited to your individual investment needs. Your financial plan will take into account your budget including future inflation and expenses, your goals, your tax bracket, and your existing investments.

*Your input is important.

Step 3 — Implement your plan.

As a Centaurus Financial registered representative and advisory associate, Cheryl Dorko has access to specialized research, detailed portfolio and performance data, industry reports, and professional money managers. With over a thousand mutual funds, investment companies and insurance companies available, Ms. Dorko's recommendations are not affected by corporate pressure to offer "in-house" or proprietary investments.

*Click here to go to INVESTMENTS page.

Step 4 — Meet with your advisor at least annually to update your plan.

*We enjoy getting to know you better and better over the years.

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