Founder and President
Years of Financial Service Experience: 30 +
Education: BA, Economics, Binghamton University

Certifications & Designations:
CFP® (Certified Financial Planner™)
RICP® (Retirement Income Certified Professional)
ChFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter)
RHU® (Registered Health Underwriter)

Registration & Licensing
Investment Advisor (SEC)
Securities Registrations: Series 6, 7, 63, 66 & 24

Associations
CFP Board of Standards

Jeffrey has been a resident of Long Island, New York since 1967.  He is married with two children.

Founder and President
Years of Financial Service Experience: 30 +
Education: BA, Economics, Binghamton University

Certifications & Designations:
CFP® (Certified Financial Planner™)
RICP® (Retirement Income Certified Professional)
ChFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter)
RHU® (Registered Health Underwriter)

Registration & Licensing
Investment Advisor (SEC)
Securities Registrations: Series 6, 7, 63, 66 & 24

Associations
CFP Board of Standards

Jeffrey has been a resident of Long Island, New York since 1967.  He is married with two children.

Founder and President
Years of Financial Service Experience: 30 +
Education: BA, Economics, Binghamton University

Certifications & Designations:
CFP® (Certified Financial Planner™)
RICP® (Retirement Income Certified Professional)
ChFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter)
RHU® (Registered Health Underwriter)

Registration & Licensing
Investment Advisor (SEC)
Securities Registrations: Series 6, 7, 63, 66 & 24

Associations
CFP Board of Standards

Jeffrey has been a resident of Long Island, New York since 1967.  He is married with two children.

Founder and President
Years of Financial Service Experience: 30 +
Education: BA, Economics, Binghamton University

Certifications & Designations:
CFP® (Certified Financial Planner™)
RICP® (Retirement Income Certified Professional)
ChFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter)
RHU® (Registered Health Underwriter)

Registration & Licensing
Investment Advisor (SEC)
Securities Registrations: Series 6, 7, 63, 66 & 24

Associations
CFP Board of Standards

Jeffrey has been a resident of Long Island, New York since 1967.  He is married with two children.