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Email
eric@afpteam.com
Phone
Disclaimer
Check the background of your financial professional on FINRA's BrokerCheck.
Investment advice offered through OneAscent Financial Services LLC, DBA Affiliated Financial Planners LLC. Registered Investment Advisory services through OneAscent Financial Services LLC may be offered in any US State.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
OneAscent Disclosure
2024 Form CRS
OAFS ADV Part 2A
I/we do not offer every plan available in your area. Any information I/we provide is limited to those plans I/we do not offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
2340 PA 309
Orefield, PA 18069
United States
First Name
Eric
Last Name
Dorman
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.