Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have worked with Jeff for almost 7 years now. He has always given me great advice and is genuinely interested in all aspects of my life beyond just my financial situation. I am not one of IG’s biggest clients, yet each time we talk he makes me feel like I am his only client. I wholeheartedly recommend Jeff and his entire team if you need any financial or long term money management advice!
After receiving some unexpected income, Jeff and the team at Jeff Somers & Associates Private Wealth Management were able to guide me through all of my options and helped me to reduce my tax bill to less than half of what I had even hoped for. They continue to help me through my situation and are always helpful, knowledgeable and most importantly friendly, no matter what my questions are!
Lisa and I have been using Tim Butler for our financial and estate planning for the past several years. We can unequivocally say we would not be in our positive financial situation without his advice and guidance. His analytical reasoning and holistic approach to investing, tax planning and estate preparation has allowed us to be in a position to retire before the age of 60. Tim works conscientiously to provide an individualized investment plan while respecting our particular wishes and long term goals. I would not hesitate to recommend Tim to provide a fresh analysis of anyone’s current plan or to anyone just starting out.
Jeff is a trustworthy, likeable guy who has a keen mind for figures and is very knowledgeable about investments, taxes, estate and retirement management. He is a good listener and pays attention to the smallest details. He along with the team at Jeff Somers & Associates have streamlined and increased the value of my portfolio.