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.
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
Financial Services Institute (FSI)
National Tax-deferred Savings Association (NTSA)