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👋 Welcome, Eric!

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Contact Me

Eric Nelson

Areas of Focus

  • Choosing a Financial Advisor
  • Employee Benefits
  • Estate Planning
  • Financial Life Planning
  • Inherited Wealth
  • Investing
  • Investment Management
  • Owning a Business
  • Social Security
  • Taxes

Professional Designations

Location

221 Laurel Road, Suite 180, Voorhees, NJ 08043

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Hourly Rate
  • Package Offers
  • Percentage of Assets Managed

Offers Investment Management

Yes

Offers Tax Preparation

No

Education

Rutgers University, Bachelors of Science

Badges

Languages

  • English

Hobbies and Interests

  • Boating
  • Eating Out
  • Entertaining
  • Family
  • Golf
  • Hiking
  • Hockey
  • Relaxing

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Single Women
  • Women in Transition

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