Jeff Aif Email & Phone Number
Retirement Plan Consultant and Financial Advisor @ Smith Brothers Insurance, LLC.
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Jeff Aif Location
- Glastonbury, CT, US
Jeff Aif Work
- 2017 - now Retirement Plan Consultant and Financial Advisor @
- 2015 - 2017 Managing Director, Retirement Consultant @
- 2013 - 2015 Founding Partner @
- 2010 - 2013 Financial Advisor @
- 2009 - 2010 401k Consultant @
- 2001 - 2008 Regional Marketing Director and CT and NY 401k Regional Sales and 401k Plan Manager @ PLANCO/Hartford Life
- 2004 - 2006 CT and NY 401k Regional Sales @
- 2001 - 2004 401k Plan Manager @
Jeff Aif Education
- Mount Ida College
(Business)
1991 - 1993
Jeff Aif Skills
- Retirement Planning
- IRAs
- 401k Rollovers
- Mutual Funds
- 401k
- Estate Planning
- Wealth Management Services
- Life Insurance
- Retirement
- Financial Advisory
- Financial Services
- Qualified Retirement Plans
- Disability Insurance
- Retirement Plan Consulting
- Portfolio Management
- Insurance
- Series 63
- Financial Planners
- Leadership
- Investments
- Non-Qualified Deferred Compensation
- Long Term Care Insurance
- Sales
- Fixed Annuities
- Series 7
- Finance
- Series 6
- Holistic Financial Planning
- Business Planning
- Transition Planning
- Wealth Preservation Planning
- Asset Protection
- Term Life Insurance
- Index Funds
- RIA
- insurance planning
- Succession Planning
- Strategic Planning
- Non Qualified Deferred Compensation
- Team Building
- Social Media
- Management
Jeff Aif Summary
- Jeff Aif, based in Glastonbury, CT, US, is currently a Retirement Plan Consultant and Financial Advisor at Smith Brothers Insurance, LLC.. Jeff Aif brings experience from previous roles at Beirne Wealth Consulting Services, LLC (BWC), Ridgeline Financial Partners, Merrill Lynch and Paychex 401k. Jeff Aif holds a 1991 - 1993 Mount Ida College. With a robust skill set that includes Retirement Planning, IRAs, 401k Rollovers, Mutual Funds, 401k and more. Jeff Aif has 2 emails and 1 mobile phone numbers on RocketReach.
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