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
