• scenic view

About Us

We are owned and headed by Jefferson K. Jarrell, CLU, AEP®, ChFC, ChSNC who has more than 25 years’ experience in the financial services industry and is one of the most highly regarded financial services and employee benefits professionals in the Tri-State area.

Based on our 25 years of experience, we believe the best way to give financial advice is to get to know our clients and build a relationship with them based on mutual trust and understanding.  By knowing what’s important to our clients, our experienced team can then provide a customized financial plan to help meet their aspirations and challenges.

If you need guidance with employee benefits planning, retirement planning, special needs planning or insurance, we have the knowledge and experience to meet your unique needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck