Terrawealth

White Rose Wealth Management, based in York, PA, is dedicated to providing personalized financial planning strategies that cater to individual goals and aspirations. With a combined experience of 120 years, their team emphasizes a goals-based approach to help clients navigate their financial journeys effectively. The firm prides itself on its commitment to serving the local community, offering services in financial planning, asset management, and investment advice. By prioritizing client interests and fostering meaningful relationships, White Rose Wealth Management aims to inspire clients to achieve a secure and fulfilling financial future. Generated from the website

Stifel is a full-service brokerage and investment banking firm offering a range of financial services to individual investors, professional money managers, businesses, and municipalities. The company specializes in securities brokerage, investment banking, trading, investment advisory, and related financial services, catering to a diverse client base seeking comprehensive financial solutions. Generated from their website's infomation

Jeff believes in careful listening and a goal-based approach to your financial growth. With more than two decades of experience in investments, insurance, and retirement planning, he’s proficient in using customized tools to analyze your investments and aspirations and develop a path to success.