Eric Groff is a CFP, ChFC-designated registered investment advisor, based in Lancaster, PA, with 33 years of industry experience.
Location
2160 Lincoln Highway East, Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric works for Everence, providing investment and financial planning services, including insurance products like med-supp, fixed annuities, life insurance, and long-term care insurance. Eric also occasionally sells crafted woodworking items as a sole proprietor, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Everence Trust Company
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations5 states
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