Jeffrey is Senior Partner of Legacy Investment Services, Inc. and Investment Advisor Representative with Woodbury Financial Services, Inc. As an Investment Adviser Representative, Jeffrey advises clients on meeting their financial and retirement goals. He uses the Legacy Investment Services philosophy of best in class financial products to meet the needs of his clients. As an independent investment adviser, he uses non biased research to keep his recommendations current utilizing the best products that have been in use for years along with products that are newer to the market place.
Jeffrey notes that he finds most of his success with his clients is from uncovering their concerns and objectives before making any recommendations. He has a firm belief in engaging the client through education and continuous revaluations of client’s needs, to keep clients objectives in focus.
- Licensed Health & Life Insurance Producer ~ State of Illinois
- Registered Representative Series 7 & 66