Insurance in Chandler, AZ
Insurance • Investing • Taxes
333 N Dobson Road,
Suite 5
Chandler ,
AZ
85224
United States
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A fiduciary, fee-based financial planning and wealth management firm, with offices near you in Chandler and Tucson. Jeff has spent the last 15+ years in financial services and providing financial advice and retirement and holds a bachelor's degree in Accounting which he earned from the University of Central Florida. Also, he holds the Chartered Retirement Planning Counselor designation, giving him a high degree of knowledge surrounding retirement planning.
Jeff possesses a passion for educating people on personal finance and helping others succeed, thus reflecting on his personal service to his clients.
The firm does public speaking and delivers educational seminars on financial topics such as Social Security, Taxes in Retirement, and General Retirement Planning. He knows each person’s financial situation is unique, and their financial plan should be too. To uphold his firm’s approach to working with clients on a personalized basis, he realizes there is no cookie-cutter solution to delivering sound financial advice.
480-630-6177
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Worldwide > United States > Chandler > Investing