Jeffrey Myers CFP® is proud to serve clients with professional backgrounds that include a CEO, CFO,  Chief Technology Officer, CPA's, Dentists, Physicians, Attorney's, Teachers, and Small Business owners. 

Our clients exhibit certain common traits and qualities that allow for a successful partnership.  

• Commitment to a long term philosophy of wealth accumulation
• Basic understanding of the importance of diversification and asset allocation
• Conservative in nature, but willing to accept a prudent amount of risk
• Desire to invest in a rational and patient manner
• Successful professionals or retirees who understand that balancing work and family with the demands of successful financial management require expert guidance
   

Contact Us

If you are interested in building a financial partnership with a trusted advisor who will always provide investment advice that is in your best interest, and will commit to providing the type of personalized service that you are unable to get from a large firm, then we encourage you to contact Jeffrey Myers CFP® at (516) 238-7629.