About Jeff

For over 30 years, people have chosen to work with Jeff because of his passion and commitment to serve as a resource for his client’s financial lives. Jeff is the quarterback for his clients, handling both their investments and their safe money.  He takes the time to understand what matters most to his clients and applies current concepts, tools and applications for each unique situation and designs a customized program for them.

Jeff’s personal goal is to bring confidence and clarity to those that work with him.  He uses a process of gathering information by sitting down with clients and learning about their life so that he can determine what is important most to them – their goals, family situation and their dreams.  After developing a complete picture of their personal and financial situation, he organizes a comprehensive program to meet their goals and objectives.

Jeff stays current on industry trends in this ever changing business environment. He has numerous designations including the CLU®(Chartered Life Underwriter ) in 1997, a ChFC® (Chartered Financial Consultant) in 1998 and his RICP® designation ( Retirement Income Certified Professional) in 2015.   All of these designations are through the American College in Bryn Mawr, PA.  In 2015, Jeff earned his AIF® (Accredited Investment Fiduciary) through fi360.

 

Family is most important to Jeff. When he's not working he enjoys spending time with his wife Cindy and daughter Samantha.  His daughter Samantha is currently pursing her bachlors degree in Strategic Communications and Spanish at Elon University in North Carolina. Jeff also enjoys reading, traveling, going to the beach, volunteering at various community service activities and working the BBQ at family functions.

 

Jeff is securities licensed in FL, MA, NH, NY, RI and TX is insurance licensed in  MA, FL, NY, RI, VA, MI and TX.  He holds his Security Licenses 6, 7 and 63 and is a registered representative with Parkland Securities, LLC, a member of FINRA/SIPC and is an investment advisor representative of Sigma Planning Corp, a Registered Investment Advisor.

Jeff is grateful for the career he has chosen and the ability that he has every day to make a positive difference in somebody’s life.  He is also excited that his son Gregg has chosen this career.

 

 

 

 

 

 

For 29 years people have chosen to work with Jeff because of his passion and commitment to serve as a resource for his client’s financial lives. He takes the time to understand what matters most to his clients and applies the most current concepts, tools and applications for each unique situation.   Jeff’s personal goal is to bring confidence and clarity to those that work with him.  He uses a process of gathering information by sitting down with them and learns about their life so that he can determine what is important to them – their goals, family situation and their dreams.  Then after developing a complete picture of their personal and financial situation that he coordinates it into a comprehensive strategy.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jeff stays current on industry trends in this ever changing business environment.  He has been awarded numerous company and industry awards and acquired his CLU (Chartered Life Underwriter ) in 1997, a ChFC (Chartered Financial Consultant) in 1998 and in 2009 his CASL (Chartered Advisor for Senior Living).  All of these designations where completed through the American College in Bryn Mawr, PA.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jeff is licensed to do life insurance and investment business in MA, NH, RI CT, NY, FL and CA.  He holds his Security Licenses 63, 65 and 7 and is a registered representative with Parkland Securities, LLC a member of FINRA/ SIPC and is an investment advisor representative of Sigma Planning Corp, a Registered Investment Advisor.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jeff is grateful for the career he has chosen and the ability that he has every day to make a positive difference in somebody’s life.  He is also excited that his son, Gregg who is currently studying for his CFP (Certified Financial Planning) intends to come on board with Katz Financial Services in the near future.