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George D. Eggers III, M.Ed., AIF®,CRPC®  CPFA®

George D. Eggers III, M.Ed., AIF®,CRPC®  CPFA®

Investment Advisor Representative

George Eggers has been helping individuals and corporations with their financial and retirement planning needs for over 35 years. He has conducted retirement planning seminars for several major corporations including General Electric, FMC Corp., Lockheed Martin, McGraw Hill, Mobil, RCA, Schering Plough, and Unisys Corporation.

George holds a master’s of education degree from Temple University. He is an Accredited Investment Fiduciary (AIF) ,Chartered Retirement Plan Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Currently he is a member of the National Association of Plan Advisors (NAPA) and the Financial Services Institute (FSI). 

Everyone’s economic and life situation is different, and George keeps that in mind when providing financial and retirement advice. He cares, honors, and respects each and every unique relationship. Helping individuals pursue retirement success is his life’s mission. He is very passionate about assisting people to retire on their own terms with dignity and independence. 

George is the former Managing Director of Employee Benefits Education and Planning Service, a benefit education consulting firm. He is the past senior vice president of the CPA Club of South Jersey and former co-host of “Your Money Matters” radio show.  Additionally, he served on the Voorhees Economic Development Committee for over 10 years. 

Along with his strong dedication to his clients, George shares his talents and energy with his family and community. He is the father of four, grandfather of six, and lives with his wife Mary of 34 years, in Voorhees, NJ. In his spare time he enjoys bowling, golfing, gardening, and spending time with his family.