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DOROTHY A. WILSON, CPA

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DOROTHY A. WILSON, CPA
2022 Route 71, Suite 104
Spring Lake Heights, , NJ 07762   
Phone: 732-280-2881
Fax: 732-280-6565
Investments-related email:
Dorothy.Wilson@ceterafs.com Erin.Mitchell@ceterafs.com
Tax-related email:
Dorothy@dorothywilsoncpa.com
Erin@dorothywilsoncpa.com

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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

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    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request

  • Market Watch

    • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios

  • Flipbooks

About Us

  • Our Mission Statement
  • Our Location
  • Our Firm
  • Our Services
  • Our Qualifications
  • Tell A Friend

Learning Center

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

DOROTHY A. WILSON, CPA
2022 Route 71, Suite 104
Spring Lake Heights, , NJ 07762   
Phone: 732-280-2881
Fax: 732-280-6565
Investments-related email:
Dorothy.Wilson@ceterafs.com Erin.Mitchell@ceterafs.com
Tax-related email:
Dorothy@dorothywilsoncpa.com
Erin@dorothywilsoncpa.com

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This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion. Following are the states in which Dorothy A. Wilson is registered:  Florida, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, California.  Following are the states in which Dorothy A. Wilson is licensed: FL Insurance License # P056762, MD Insurance License # NPI99955020, NC Insurance License # 7025534, NJ Insurance License # 106552, CA Insurance License # 0I42788

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

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