Jeffrey Stein, Cfp®, Crps®,Cpfa®, Aif® Email & Phone Number

As an independent Financial Advisor, I am able to provide companies with unbiased support for their 401(k) plans. I assist companies in creating cost-effective retirement plans that offer comprehensive investment and educational tools to help employees meet their retirement goals. I work with participants answering questions concerning their 401(k) plan, and am available to meet with them one-on-one to help them understand their options.I am a financial advisor with broad experience in 401K retirement plans and all aspects of financial planning and investment management. The majority of client base are in or near retirement.My philanthropic efforts include serving on the Board of the American Lung Association, the nation’s leader working toward a world free of lung disease through research, education and advocacy efforts. Specialties: I am a CERTIFIED FINANCIAL PLANNER™ certificant, Chartered Retirement Plan Specialist™, Certified Plan Fiduciary Advisor™ and Accredited Investment Fiduciary™. I hold numerous industry licenses, including securities registration as a representative with Raymond James Financial Services and insurance licenses from many states. I am also Partnership Certified for Long Term Care Insurance for the state of Connecticut. I specialize in 401(k) Plans, fee-based investment advisory services and goal-based financial planning for individuals.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

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  Bentley University

  Finance