Jeff graduated from The College of New Jersey in Ewing, NJ in 2017 with a B.S. Degree in Finance. He holds his Series 7 registration with LPL Financial and Series 66 registration with LPL Financial and Van Leeuwen & Company. Jeff currently resides in Hamilton, NJ and has lived in Mercer County his entire life. Jeff has a passion for investing and financial planning and prides himself on providing the highest level of personalized client service.
Understanding what you will need in retirement, and what you need to maintain your current lifestyle, will help you develop a plan to start saving for the future without giving up important experiences now. It also helps you in making investment decisions, ensuring that your investments are aligned with your goals.1 June 2021