Advisor profile


My approach

Jeffrey Hess - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Jeffrey Hess - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6 Licensed
  • Series 7 Licensed
  • Series 8 Licensed
  • Series 24 Licensed
  • Series 63 Licensed
  • Series 65 Licensed
  • Life, Health & Variable Annuity License
  • Chartered Retirement Planning Counselor

Education

  • BA in Financial Administration Michigan State University

Interests

  • I enjoy inshore fishing and kayaking.
  • I camp extensively throughout Florida.
  • I am an avid collector of ancient numismatic material.

Community participation

  • I am a member of St. Columbkille parish in Fort Myers.