Jeff has been my money guy for several years now. Back when I was working and now that I have been retired for some years Jeff has always been there and easy to reach. If I have a question I just give him a call or email. He is super easy to talk to and knows way more than I need to about money. He never makes me feel dumb or talks down to me. I trust Jeff completely I have recommended him to both friends and family.
Relationship to Financial Advisor: Client as of Sep 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.