George Mantzoros
Financial Planner,
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
George Mantzoros
Financial Planner
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About George
About George
George began his career in the financial service industry with The Prudential Insurance Company of America in 1981.
He is passionate about adding value to the lives of his clients through education and addressing their financial concerns in a collaborative way.
I'm Most Proud Of: My work to ensure each client is confident about their goals and prepared for unexpected challenges, whatever their life stage.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Meet Our Professional Team
Experience
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Financial Planner
Prudential Advisors
December 1981 - Present | Doylestown, PA
He obtained the Chartered Life Underwriter (CLU®) designation and the Chartered Financial Consultant (ChFC®) designation from The American College. He is a Certified Financial Planner (CFP®) certificant from the College for Financial Planning. George graduated with highest distinction from The Pennsylvania State University with a BS in Accounting.
The Prudential Difference
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- Property & Casualty: NJ, PA
- Variable Annuities: DE, MD, NJ, NY, PA, SC
- Securities License: CA, CO, DE, FL, GA, KY, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
- Variable Life Insurance: DE, MD, NJ, NY, PA, SC( CA License #0I22318)
- Fixed Annuities: AZ, DE, MD, NC, NJ, NY, PA, SC
- Life Insurance: AZ, DE, MD, NC, NJ, NY, PA, SC( CA License #0I22318)
George Mantzoros is associated with the Eastern Pennsylvania Financial Group Office, 1100 Horizon Circle, Chalfont, PA, 18914-3971, Managing Director: Peter Valenti, Phone: 215-996-0803. George Mantzoros offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. George Mantzoros offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.