Jeffrey has been serving clients as a financial advisor since 1987. Jeff is a graduate of Niagara University and holds a Bachelor of Science degree in Business Administration and Accounting.
Jeff's specialty is providing professional investment services for working and retired employees of educational and other not-for profit organizations. He also offers a full range of educational programs on mutual funds, tax-sheltered accounts, tax-deferred investments and insurance products. Jeff schedules seminars and on site workshops throughout the year to educate working investors on topics such as taxes, diversification, saving for retirement and financing a child's college education. Personal one-to-one consultations can be arranged (and are encouraged) to provide continued support and financial advice.
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Specialty Services:
Wealth Management, Retirement Planning, 403(b) Plans, IRA Plans, Estate Planning, Disability Insurance, Employee Benefits, Long Term Care, Life Insurance, Section 125 / Flexible Benefit Plans
Memberships:
Financial Services Institute (FSI)
National Tax-deferred Savings Association (NTSA)
Contact Jeffrey today to start planning for your financial goals.