Tim  Doehrmann,  CFP<sup>&reg;</sup> - Financial Advisor

Tim Doehrmann, CFP®

President

Eagle Ridge Wealth Advisors

208 S 1st Ave
Morton, IL 61550-2037
(309) 857-7745 CONNECT WITH Tim
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General

Tim Doehrmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eagle Ridge Wealth Advisors in Morton, IL and the surrounding communities.

Financial Advisor Overview

Tim Doehrmann is a Fee-Only CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area from his office in Morton, IL. His firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning and investment management solutions to help clients organize, grow and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places client best interests first.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Government & Military, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources