Eric M. Weinberg (RFC®), CEP, LUTCF
(570) 499-1913
32 Scranton Office Park
Scranton, PA
Company
Prudential
Qualifications
Education: B.A. Broadcast Journalism
Years of Experience: 8
Membership
IARFC, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection,
Data Provided By:
Ricardo Ferreira
1100 Horizon Circle
Chalfont, PA
Company
Title: Financial Services Associate
Company: Prudential Financial
Type
Investment Advisor Rep: Yes
Education
Penn State University
Years Experience
Years Experience: 3
Service
Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Health Care Insurance,Retirement Planning,Long-Term
Data Provided By:
Maxwell Heller
1000 Germantown Pike
Plymouth Meeting, PA
Company
Title: Vice President
Company: HJ Wealth Management, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Susquehanna University
Bachelor of Science in Accounting 2003
Years Experience
Years Experience: 10
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,CD Alternative,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Mana
Data Provided By:
Mr. Richard P. Hedderick (RFC®), CFP, MBA
(814) 860-3456
3353 W 26th St
Erie, PA
Company
Financial Network Investment Corporation
Qualifications
Education: Bachelor of Science in Business Administration (BSBA) with a major in accounting from Clarion State University, Masters in Business Administration (MBA) from The Pennsylvania State University, Additional course work in the area of Financial Plann
Years of Experience: 11
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Mr. Robert L. Chess (RFC®), CFP, CPAPFS, CSA, RFP
(814) 864-0984
4508 Miller Avenue
Erie, PA
Company
Estate Solution Planners, Inc.
Qualifications
Education: BS
Years of Experience: 30
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, BuySell, Compensation Plans
Data Provided By: