The Team

Western New York

Jeffrey R. Boron

Registered Representative

As an experienced financial professional, Jeff Boron is dedicated to helping his clients build secure financial futures. Doing it right takes commitment, planning and the services of a capable professional. Jeff’s objective is to educate you so you are able to make informed decisions and take effective action toward meeting your specific goals.

• More than 25 years experience in financial management
• Bachelor of Science in Accounting, Canisius College
• Masters Business Administration – Finance concentration, SUNY Buffalo
• Certified College Planning Specialist (CCPS)
• Million Dollar Round Table member
• Life Insurance Specialist for the Financial Guys
• FINRA Series 7 and NASAA 66 registrations
• Licensed in Life and Health Insurance

Jeff Boron
“We are not trying to reinvent the wheel. We use time tested principles such as asset allocation and professional money management to help achieve financial success for our clients.”

What’s distinctive about my approach is a focus on planning and objective advice rather than financial products. I can offer you a broad range of strategies and options for your individual and business needs through:

Financial Planning Strategies – Education Funding, Retirement Planning
Investment Advisory Services – Asset Accumulation, Portfolio Management for Short & Long Term Goals
Risk Management – Wealth Preservation, Income and Family Protection

Jeffrey's Licenses Include