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 →

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