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September 2023 by Farmer J.
I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that I requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.
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September 2023 by Eugenia
Jeffrey has been my financial advisor since before my retirement and he successfully led me to a financially secure post-work life. I’ve now been retired for over a decade (my how time flies when you’re having fun!) and his steady, calm guidance has kept me from being panicky during market ups and downs. What led me to work with Jeff was a co-worker who introduced us and I discovered not only was he comfortable but specialized in working with middle to lower middle class clients. Too many financial advisors limit their client list to the super rich. Getting to meet Jeff’s other clients at his before-COVID summer outing was always a treat.
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February 2023 by Adam
Jeff was super helpful, polite, and very knowledgeable. I’m just starting out with my 401k, so my assets aren’t vast. Even though I don’t meet the qualifications to be a client of Jeff’s, he still took his time answering my questions regarding my investment options. Thanks again for your help, Jeff!
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February 2022 by Chris Barrick
Jeff has been extremely helpful in giving me and my family advice on our cash flow situation and making decisions about how much work I should take on. As a freelancer, having someone like Jeff available to offer consultation is very valuable. He's extremely knowledgeable but is great at explaining things in a relaxed, no-pressure way. I recommend him fully.
