A complete list of active advisors currently associated with Dr. Jeff Finance, LLC
Warmer can help you find a great advisor at Dr. Jeff Finance, LLC or one who fits your needs even better.
Dr. Jeff Finance, LLC is a state-registered independent investment adviser that serves individuals (including high-net-worth individuals), trusts, and corporate or business clients. The firm provides tailored investment management, ongoing and limited-scope financial planning, tax return preparation, and assistance with insurance products and employee-benefit planning. The firm describes a holistic planning approach that integrates financial and health considerations, drawing on the principal’s medical background to include health-care planning and related risk-management advice. Investment implementation generally follows passive, modern-portfolio-theory allocations while also employing fundamental, technical, cyclical, and charting analysis as appropriate; financial plans are delivered in written or electronic reports and reviewed periodically. Distinctive features disclosed in the brochure include in-house tax preparation with limited IRS representation rights and a life/accident/health insurance license through which the firm may receive customary commissions (a potential conflict the firm discloses). The firm also highlights work for business and corporate clients (including business planning and employee benefits optimization), offers pro bono educational seminars, and notes the principal maintains limited clinical emergency practice (<5% time), factors the firm says inform its integrated focus on wealth, health, and planning.
To learn more about the advisors currently working at Dr. Jeff Finance, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rye Brook, NY
| 2
|
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