We have been investing under Jeff's guidance for a few years now and have always been pleased with his professionalism and knowledge.  He responds to all of our questions in a thorough and timely manner and keeps our family's goals in focus when making suggestions.  Our family has been through a lot of changes since working with Jeff and knowing that our money is being well managed for our future, our children's education, emergencies and even a little fun along the way is a level of security we could not accomplish on our own.

Jeffrey always listens to us and finds solutions that fit our situation. He is able to explain financial concepts in a way that anyone can understand and that gives us peace of mind.

The world of financial planning and investments can be very daunting without the proper education or know-how.  With having known Jeff for over 18 years, I felt very comfortable with using him as my family’s financial advisor.  The professional manner in which he conducts himself is very refreshing and the honest dialogue he provides helps get exactly what we want out of our investments. Transactions are conducted with ease and with very little worry, which is what we were looking for in a financial planner. Retirement and investment planning should be stress-free and that is what Jeff provides for our family.

I have known Jeffrey for several years and he has been professional, helpful and eager to assist in any way I have needed. He is dependable and quick to answer to emails. I highly recommend him!