15415 Clayton Road,
By taking a macro and holistic view towards a client's investment portfolio, I believe that I add a broader perspective and bring increased benefits to my clients.
As a financial professional, I can help you address:
I can also assist with answering your questions on the following topics:
As an experienced professional, I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.
Investment Account Manager
With over 25 years of experience, Jeff has an extensive knowledge of the investment industry. He believes in establishing a personal, meaningful relationship with his clients in order to help them reach their goals (continues ...)