Following in his family's footsteps in the financial services industry shortly after college, Jeff joined the organization in 1987. Realizing each person is unique, Jeff is client-focused and maintains objectivity which is paramount to helping clients work toward their goals.
As with most things in life, the key to achieving your long term financial objectives is planning. Your goal may be retirement planning, funding college education, estate conservation, or protecting your family during your working years. These things will not happen by accident. It is important to determine what you would like to achieve financially and then map out a strategy that will help you work toward these goals.
To both the individual and business client, Jeff offers a broad range of financial services including, investment services, retirement, estate & insurance planning, and executive & employee benefit plans.
Through relationships built on trust, Jeff helps his clients build a vision to develop and implement unbiased strategies which promote financial security for individuals and business owners.
To expand his knowledge and grow professionally, Jeff recently completed the course work for a Wharton Certificate in Retirement Planning.
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In my role as an Equitable Advisors financial professional, I do not provide legal or tax advice. Please seek assistance with an attorney and/or tax advisor regarding your individual circumstances.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.