Wealth Advisor and Founding Partner
Jeffrey Seltzer has been helping his clients plan for retirement and retirement income planning as his specialty for over 25 years. As an independent financial planner Jeffrey prides himself on researching the financial product that best meets the needs of his clients, unlike large traditional firms and banks that can be tied to propriety products or possibly limited on investment or insurance choices.
Jeffrey understands that not every client has the same situation, so every investment and insurance plan is customized to meet specific needs and goals of his clients. As his client he will only have your best interest in mind.
Originally from Cincinnati, OH, Jeff has lived in Fort Lauderdale, Florida for over 35 years with his family.