LPL Financial Advisor
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 through LPL Financial, 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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Life Stage Advisory are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Life Stage Advisory, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Life Stage Advisory. Securities and insurance offered through LPL or its affiliates are:
Sunmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
“Planning is bringing the future into the present so that you can do something about it now.”
― Alan Lakein