Your Resource for Wealth Management

Why do Jeffrey Febbo’s clients turn to him for their investment planning needs?

Value and Professionalism

Jeff’s planning adds value to their lives - whether he’s helping clients map out a retirement strategy, counseling them on college planning for their children, or advising clients on building wealth through portfolio management.

Jeff’s wealth management strategies help free his clients from anxiety and help them answer their biggest financial questions so they can devote their time to family matters, or the maintenance of their businesses.

By achieving and maintaining the Certified Financial Planner™ designation, Jeff shows true committment to his profession. Only those who have fulfilled the certification and continuing education requirements of the CFP Board can display the CFP® certification marks. When selecting a financial advisor, you need to feel confident that the person you choose to help you plan your financial future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the rigid CFP Board requirements the right to use the CFP® certification marks.

Why plan with Jeff?
What’s different about Jeff?
Who is Jeff Febbo?
E-mail Jeff here