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

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

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The Team

Western New York

Jeffrey R. Boron

Jeffrey's Licenses Include

PLEASE PROVIDE YOUR CONTACT INFORMATION BELOW, AND A MEMBER OF THE FINANCIAL GUYS TEAM WILL CONTACT YOU PERSONALLY

For companies wishing to host a FREE Social Security Planning Seminar for your employees, please mention that in your message.

PLEASE PROVIDE YOUR CONTACT INFORMATION BELOW, AND A MEMBER OF THE FINANCIAL GUYS TEAM WILL CONTACT YOU PERSONALLY

For companies wishing to host a FREE Social Security Planning Seminar for your employees, please mention that in your message.

Buffalo Office

Rochester Office

Florida Office

June 23, 2021

June 2, 2021

May 26, 2021

April 28, 2021

March 31, 2021

Sign up for the Saturday Academy to learn the details on the financial planning software.

Access the full webinar by filling out the form below. The webinar is full of useful information that will help you take control of your 401k.