Financial services, short-term and long-term investment, 529 plans, ETFs, UITs, Insurance, Equities
At Jaffe Financial Services, our job is to understand our client's short and long-term financial goals, risk tolerance, and expectations. We use an array of specialized products and services, allowing each client to own a portfolio specifically suited to their particular situation. The quality of our customer service and the depth of our investment knowledge have earned us the respect of our peers and the confidence of our clients. Whether our clients want stability or growth, at Jaffe Financial Services, we help them mitigate risk while maintaining focus on their long-term investment objectives.
Products offered but not limited to:
- Equities
- Preferred Stock
- Fixed Income Securities
- ETFs
- Mutual Funds
- UITs
- Structured Products
- Insurance
- 529 Plans
- Retirement Planning Services
Marc Jaffe spent seventeen years working at the large investment houses. That experience gave him the knowledge and the experience to recognize quality investment products and deliver top-notch investment services. But it was his own experiences as a consumer that taught him what he believes is the most important lesson of all: how to treat, and how not to treat, a customer.
When he made the decision to found his own boutique investment firm, Jaffe melded his experiences and created a business designed around the idea that every client is the most important client and earning that client's trust is the cornerstone of the advisor/client relationship.
Our clients can trust that we will return every phone call. They can trust that we will gather a comprehensive understanding of their unique financial situation before we take any action or make any recommendation. They can trust that we will listen to their hopes and their concerns and act accordingly. They can trust that we have their best financial interests in mind at all times.
Keywords: Marc Jaffe, Jaffe Financial Services, Financial, Financial Services, Financial Advisor, Equities, Preferred Stock, Fixed Income Securities, ETFs, Mutual Funds, UITs, Structured Products, Insurance, 529 Plans, Retirement, Planning Services.