Eric  Nelson,  CFP<sup>&reg;</sup> - Financial Advisor

Eric Nelson, CFP®

Financial Advisor

Independence Wealth

221 Laurel Road, Suite 180, Two Echelon Plaza
Voorhees, NJ 08043-2330
FINANCIAL ADVISOR'S WEBSITE
(856) 229-9295 CONNECT WITH Eric
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General

Eric Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independence Wealth in Voorhees, NJ and the surrounding communities.

Financial Advisor Overview

Eric Nelson is a CERTIFIED FINANCIAL PLANNER™ and founder of Independence Wealth; a fee-based financial planning and wealth management firm helping business owners and families prepare for retirement.

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Financial Advisor Experience

Eric Nelson is a CERTIFIED FINANCIAL PLANNER™ and founder of Independence Wealth; a fee-based financial planning and wealth management firm helping business owners and families prepare for retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NJ, PA
  • Fixed annuities: NJ, PA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Irregular Income, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources