Trusted Financial Advisor

Mr Richard S Jeffery CFP

Mr Richard S Jeffery CFP

Financial Network Investment Management Solutions

290 Maple Ct Ste 118, Ventura, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$25,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Men's Finances, Planning for Couples

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor