With more than seventeen years as Managing Director of Investment Solutions Group Inc. and twenty two years of experience in the financial field, Jerome specializes in guiding clients through retirement, along with post-retirement wealth management. He is a Certified Retirement Counselor (CRC).Specialties:• Retirement Plan Consulting• Wealth ManagementThird-party posts on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Retirement, Retirement Planning, 401K, Financial Planning, and 41 others.