Jeff Mossbarger Email & Phone Number

I have provided investment advisory, retirement and estate planning strategies for more than 30 years. My goal is to establish a lifelong relationship with a limited number of private clients, including corporations, pension and profit sharing plans, as well as affluent individuals and their families based on a thorough understanding of their goals, values and dreams. That relationship allows me to better help manage my high net worth clients' risk and take advantage of financial opportunities. As Branch Manager, my role is to serve as both mentor and manager to the advisors in the office. At Janney, we nurture a resourceful and relationship-based culture. You are not a number, but a valued business partner. Because of our open architecture, Janney Financial Advisors have the freedom to provide advice, products, and services on their clients’ terms, not ours.I welcome the opportunity to tell you the Janney story and how Janney may be of benefit to your clients and your practice. For a private conversation, feel free to contact me at your convenience.Office: 513.914.2301Email: jmossbarger@janney.comFor more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Investment Planning, Retirement Planning, Wealth Preservation Planning, Financial Advisory, and 18 others.

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  Ohio University

  Sociology, Mathmatics