Jeffrey Schankerman
There’s a tremendous amount of financial information available everywhere today. Options for investing, rollovers and insurance run abound. It’s hard to know which direction is best.
Whether businesses, individuals or families, I work with my clients to prioritize current and future needs, set goals, identify action items and work with them to manage the process. I consider it my personal goal to provide them with a clear path. I’d like to do the same for you.