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During our 20+ year relationship with Jeff, we have experienced his professionalism firsthand. We have been very satisfied and thank you for your attentive nature. You are honest and straight to the point and have served our family well.
Before meeting Jeff, my CPA was my financial planner who put my money into investments which I didn't understand. When the stock market plunged in '08, I lost over 45% of my investment value & was very concerned. I found Jeff & he was able to educate me so I could make informed decisions concerning my money. I’m certainly comfortable with his knowledge, sincerity and recommend his services.
I first met Jeff after retiring and needed help rolling over my 401(k). Jeff explained to me my options and handled all of the details to make the experience as painless as possible. Jeff also has assisted my parents with tax and estate planning matters over the years. His professionalism along with his positive attitude has been a pleasurable experience! I have recommended Jeff to my best friends!
Retirement Boom ™ – profits from book sales proceeds will be donated to Crossroads a non-profit 501 C-3 Charitable Organization Established in 1960, Crossroads provides transitional living programs for recovering adults who express a willingness and desire to learn a new way of life. Utilizing the basic tools of a twelve-step recovery program, group bonding and support of the many members of Crossroads family (an estimated 4,000 attend meetings each week), residents develop the skills and self-esteem to transition back into society as productive, respectable individuals. Crossroads has evolved a powerful, non-medical recovery discipline that significantly increases a person’s chances of recovery.