Our Services

Supported by the resources provided by Wells Fargo Advisors Financial Network, Jeff offers several investments and related services including:

  • Stocks
  • Mutual Funds
  • Corporate Bonds
  • U.S. Treasury Securities
  • Tax-preferred Municipal Bonds
  • Unit Investment Trusts
  • Tax-deferred annuities - fixed and variable
  • Retirement Plans - including IRAs, SEP-IRAs, 401(k), 403(b), and Keogh plans
  • Roth IRAs
  • IRA Rollovers
  • Simple 401(k) plans
  • Estate Planning Strategies 
  • Portfolio Management
  • Independent Professional Money Management
  • Long-Term-Care Insurance*
  • Pension Consulting
  • Asset Allocation

* through affiliates

Compensation Jeff does not charge a fee for the initial consultation. His compensation derives from commissions on securities transactions and insurance products, or from fee-based contracts. Client Protection The Securities Investor Protection Corporation (SIPC) protects customers of its members up to $500,000 (including $100,000 for claims for cash). SIPC coverage does not protect againest losses from change in the market values of investments. For more information on SIPC coverage, please see the explanatory brochure available at www.sipc.org