Jeffery Financial Services Inc.

 

Jeffery Financial Services, Inc. is a comprehensive, independent wealth management firm. Founded in 1983 originally as an insurance practice, we have evolved into a financial services provider specializing in the following areas: 
  • Asset Management
  • Qualified Retirement Plans
  • Financial Planning
  • Variable Insurance and annuity products
  • Estate Planning
  • Fixed Life & Health Insurance and annuity products*
  • Access to Full Service Banking products  through Everbank*

* activities done seperate from the Broker-dealer and investment advisor

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

HOT TOPICS: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

More Newsletters →