I met Jeff through circumstance, because he was handling some family money that I needed to become involved with. Pleasantly surprised he was conservatively looking after the family money, in a caring, professional manner - always having their best interest in mind. I was so impressed that I ended up moving my money over to Jeff. I think the highest compliment you can express about your Financial Advisor is, I could trust him to protect and build my parents money.
Jeff is thorough, knowledgeable, reachable and explanative. He has set financial goals and achieved those goals; and now he is helping us ease into retirement and protecting those assets. But I think one of his strengths is, he also minimizes the negative in a down market, where it may be difficult to find growth or profit.
He has certainly done well by our family. I would recommend Jeff to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.