Retirement & Wealth Strategies
Jeffrey Brindley is an experienced Investment Advisor Representative who has worked for various financial companies such as Wunderlich Securities, Foresters Equity Services, and currently at RWS Financial Group. With a background in marketing from Cleary University, Jeffrey has held positions as a Loan Officer and Product Manager before transitioning into the financial industry.
Retirement & Wealth Strategies
Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and values drive the plan. It is our job to translate those visions and values into an integrated plan that encompasses: •Personal investment strategies •Tax planning techniques •Retirement readiness •Estate planning •Insurance analysis •Maximizing financial opportunities At RWS Financial Group, we utilize our knowledge and experience in retirement and wealth strategies to guide you through your financial journey. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through RWS Financial Group LLC, a Registered Investment Advisor. Cambridge and RWS Financial Group LLC are not affiliated.