Welcome to our website!

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities.  They also take unnecessary risks and fail to adequately protect their assets.

That's where Jeffery Financial Services, Inc. can help.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and helping to preserve your wealth.  By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships  with our clients.

Jeffery Financial Services, Inc. is a comprehensive, independent wealth management consulting 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*

* Insurance services are not offered through, or supervised by, The Lincoln Investment Companies