At Salem Five Financial
Since 2009, Jeff has been helping valued clients manage their financial challenges by creating customized financial plans and retirement income strategies. Jeff has a diverse client base throughout New England. With over fifteen years of financial services experience; Jeff is thorough, precise and personally dedicated to meeting his client’s needs.
Before Joining Salem Five Financial
Citizen’s Bank - Financial Consultant Fleet Bank/Bank of America - Financial Consultant
Suffolk University, Boston, MA - BA in History
Bishop Feehan High School, Attleboro, MA
Licensed Life and Health Insurance Broker
Industry Licenses for series 7, 24, 65, held through LPL Financial
Jeff currently resides in Salem, MA with his wife Cheryl and two sons Hunter and Griffin. Jeff is also an active member of the Salem Chamber of Commerce.
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Securities and financial planning offered through LPL a registered investment advisor. Member FINRA/SIPC. Insurance products offered through SBLI and LPL Financial or its licensed affiliates. The LPL Financial Registered Life Representatives associated with this site may discuss/transact securities business with residents of: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA.
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|Not FDIC Insured||Not Bank Guaranteed||May Lose Value||Not a Deposit||Not Insured by any Federal