Eric Lorenz

Financial Advisor

Eric Lorenz has over 20 years of experience as a Financial Advisor with a focus on helping clients prepare for the future through Retirement Planning, College Funding, Wealth Management and Estate Planning.  His philosophy of having a long term perspective and disciplined approach has continued to help clients reach their financial goals and objectives.

Eric grew up in South Jersey and received his B.S. in Business Administration from Wake Forest University while earning All ACC Honors in Cross Country and Track.  Eric currently resides in Medford, NJ with his wife Christine and their two children.   

  • Holds FINRA Series 6, 7, 63 and 65.  Life and Health
  • Licensed and/or registered and serving clients in AR, CA, DE, GA, MA, MN, NJ, NY, PA, TN, TX
  • Investment Advisor Representative


Phone 856-394-2525
Fax 856-394-2572
Mobile Phone 609-744-5677