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Jeffrey (Jeff) Casey

Investment Adviser Representative

CFP®

Biography

Preparing for the next step in life isn’t always easy.  I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.  I help people protect the ones they love through a variety of financial products and solutions to meet their needs.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck