Jeff has been a leading professional in the financial services industry since 2004. Jeff is a Certified Financial Fiduciary® (CFF) and has his Series 6, 63, 65, Life & Health, and P&C licenses. Jeff has had various experiences and training with multiple firms including Transamerica and Farmers Insurance Agency. Jeff is dedicated to helping his clients achieve their financial goals, and his loyal commitment to them is paramount. His 'no nonsense' approach to helping his clients achieve their goals probably stems in some part from his experience as a law enforcement officer prior to entering into a career in financial services. Jeff Busch has been published in U.S. News and Yahoo! Finance.
You don’t have to be Scrooge McDuck with a giant bathtub full of gold to feel worthy of a financial advisor’s attention. While many advisors only work with the affluent, plenty cater to those with less wealth under their belts. To find them, you need to know the type of advice you want, what the
A great place to start any search for an affordable financial advisor is with friends and family. Some advisors will waive account minimums for referrals from current clients.
Even if they don’t waive any fees, the advisor might refer you to another advisor on their team who’s either building their practice or has a lower account minimum. Still conduct your due diligence on anyone your family refers you to.