Jeff Advisor Email & Phone Number
President
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Jeff Advisor Location
- Phoenix, AZ, US
Jeff Advisor Work
- 2006 -now President @ Family Wealth Advisors
- 2002 -now Business Owner @ Biro Financial & Retirement Services
- 2002 -2004 Financial Planner Investment Advisor Representative @
- 1984 -2002 Financial Consultant @
- 1998 -2002 Financial Advisor @ Conseco Financial Services, Inc.
- 1982 -1984 Financial Services Representative @ Combined Insurance Company / Gorr Insurance Group
Jeff Advisor Education
- Western Illinois University
Bachelor of Science (B.S.) & Bachelor of Arts (B.A.) (Philosophy & Law Enforcement)
1976-1980 - Joliet West High, Joliet Junior College & Western Illinois University
Bachelor of Applied Science (B.A.Sc.) (Law Enforcement & Philosophy)
1972-1980
Jeff Advisor Skills
- Leadership
- Estate Planning
- Financial Advisory
- Fafsa
- Financial Planners
- Fixed Annuities
- Retirement Income Planning
- Insurance
- Retirement Planning
- Medicare
- Financial Planning
- IRAs
- Investments
- Business Analysis
- Variable Annuities
- Finance
- 401k
- Strategic Planning
- Asset Allocation
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Microsoft Word
- Scholarships
- Fixed Income Strategies
- Certified Estate Planner
- Long Term Care
- Wealth
- College Funding Strategies
- Small Business
- Management
- Personal Finance
- Retirement
- Employee Benefits
- Securities
- Tax Free Income
Jeff Advisor Summary
- Jeff Advisor, based in Phoenix, AZ, US, is currently a President at Family Wealth Advisors. Jeff Advisor brings experience from previous roles at Biro Financial & Retirement Services, John Hancock Financial Services, Bankers Life and Casualty Company and Conseco Financial Services, Inc.. Jeff Advisor holds a 1976 - 1980 Bachelor of Science (B.S.) & Bachelor of Arts (B.A.) in Philosophy & Law Enforcement @ Western Illinois University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Fafsa, Financial Planners and more. Jeff Advisor has 1 mobile phone numbers on RocketReach.
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