Trusted advisor/planner Jeff has been my financial advisor/planner for close to 20 years. He is knowledgeable, patient, and explains things in a way that make complete sense for me. He offers great advice and I have always felt that he has my best interests at stake. Jeff does not feel like an "advisor" he feels like a very knowledgable friend who I trust implicitly.
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Fantastic financial planner We have know Jeff for over 24 years and he has always had our best interest in mind, when advising us. Through our many changes and needs in life, Jeff as been there to advise us, helping us come up with plans to achieve our goals. We would highly recommend Jeff to anyone seeking a financial planner!
Most trusted financial planner We have known Jeff for 25 years and have trusted him with all our financial planning. When we started with him we had just purchased our home and really had no savings. Through the years with his guidance we saved up for our retirement so that now I am able to retire. I don’t think we would have been in this comfortable position without his advice. Jeff is so knowledgeable and I trust him with everything. As I tell people he took us from zero to one hundred painlessly!! Jeff always has your best interests at heart!
Trusted Financial Planner Jeff is an excellent advisor and makes financial planning easy and trouble free. He is knowledgeable, patient and honest with his advice and he customizes financial plans to individual. He is truly a trusted advisor, that always has your best interests in mind when planning your future. I have been working with Jeff for over 20+ years and I believe him to be the best in the business. Trust Jeff to help build the best financial plan for you!
Most Trusted Financial Planner Jeff is the most trusted Advisor and Financial Planner I know. I have know Jeff for 25 years, for peace of mind financially just call him.
High Praise for this Financial Planner Jeff is an excellent Advisor and makes Financial Planning easy. He is knowledgeable, patient and honest with his advice. He makes complex topics simple to understand. Jeff has been key in helping us successfully build plans for education, retirement and insurance purposes for over 25 years. He is truly the best of the best and makes his clients feel like family. He is a class act like no other in the business. Trust Jeff to help you build your future.
Great teacher and my money guru Jeff has been an excellent advisor. He explains things in a way that I can understand and is patient. He has made some wise choices for me over the years with my input. I feel safe knowing he has my best interests at heart! I also have learned a lot about finances.