Jeffery J King

Wealth Management Advisor

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions

 


 
 

My Vision

My vision is to serve my clients professionally with the highest level of customer service and responsive, comprehensive, financial planning so they can secure their futures and fulfil their dreams for themselves and their families.  It is my goal to positively contribute to my community by supporting causes and efforts that matter to us and our clients. As one of the top financial teams in the network, my team and I are highly functional, enjoy our work, and strive to be the best at what we do.

 

My Mission

Financial planning does not happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow, or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time- yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck