Jorge T.

I have worked with Jeff for several years. He always takes time to research and provide knowledgeable advice and that comforts me. I am always assured that he knows what he’s talking about and looks out for my best interest. This is very important to me as I don’t have time to second guess if my money should be managed elsewhere. The one thing that stood out recently was his professional resources he had available for me. Jeff gave me a great list of his trusted accountants, attorneys, general contractors, even personal trainer! Thought that was pretty cool and not sure if that is common among financial advisors. But like I said, he looks out for my best interest.

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