About Jeffrey
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement income solutions * Estate strategies * Employee benefit and retention services * Business continuation strategies
Areas of focus
Credentials & background
Clients served
IndividualsBusiness OwnersFamiliesHigh Net Worth IndividualsMedical ProfessionalsTech ProfessionalsYoung Professionals
The firm
Barnum - New York Elmsford
Our commitment to sustainability is fundamentally aligned with and ingrained in how we operate and deliver value to our customers, policyowners, employees, communities, and the planet we share. Our annual Sustainability Report details our progress and reflects our commitment to being transparent about our performance.
565 Taxter Road, Suite 625 Elmsford, NY 10523$460B assets under management