Our Qualifications

Jeff Stern has been working with clients for the past 20 years.  He has extensive personal and professional experience.

Jeff holds a series 7 and 63 registrations along with a Life and Health Insurance License.  In addition, Jeff has an MBA in finance and a BBA in accounting.

The firm focuses on educating investors and pre-retirees and helping them design, implement and monitor their financial and estate plans to help them acheive financial control and independence. At Stern Financial Services we'll take time to get to know you.  We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We believe that one of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck