1187 Troy Schenectady Road, Latham, NY 12110
Get to know Jeff.
With over 30 years of investment and management experience, Jeff manages a diverse group of clients, advising them on various aspects of retirement planning and investment management. His team provides full service financial planning and collaborates with professionals in our community to ensure his clients accomplish their unique financial goals. Through his partnership with many outstanding companies, he will present you with solutions specific to your needs. Jeff has a Series 7 and 66 license, holds the Chartered Life Underwriter® designation from the American College and received a BA in Economics/Finance from Siena College.
What are you able to offer clients that makes you stand out from the rest?
I promise a more detailed and service-oriented approach along with frequent communication. I will take my time, ask questions and most importantly, listen. If you would like your portfolio to have the special attention it deserves, then let’s get together and discuss your unique situation, options, and goals.
What is the most inspiring part of your job?
Helping my clients financially plan, prepare for, and enjoy their retirement.
What is one tip you would give someone who is looking to get started investing in the market?
Start now and begin with a quality, well-diversified mutual fund. Consider utilizing a financial advisor. He or she will know the best funds to invest in and will help you plan long-term.
Finish the sentence: “On a typical weekend, you can usually find me…”
At the gym, running, playing golf, hiking, skiing, or at a local restaurant.
What is your personal philosophy on investing?
Focus on what you can control. This includes your stock/bond mix, diversification, discipline, and rebalancing. Tune out what you can’t control. This includes short-term market movements, the media, which companies/sectors will perform best, etc.
What is one piece of advice you would give someone who had a late start in retirement planning?
Knowing how to plan for retirement when you are late in the game can be overwhelming. I would recommend finding a good financial advisor. He or she can help you figure out how much money you will need, how much to save regularly, and how to invest.
Sunmark Life Stage Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
“Planning is bringing the future into the present so that you can do something about it now.”
― Alan Lakein