If you are looking for an investment professional to manage your personal assets or company`s retirement plan, you have come to the right place. The goal of Jeffrey K. Stark & Associates is to create and preserve well being for both businesses and individuals. We have built our practice by establishing long-term relationships with our clients based on integrity and providing sound investment advice.
The process begins by determining your financial and personal goals. We will then analyze your current investments, retirement and estate plans, and create a plan of action to help you manage your goals. Investing is not an easy process. Effective investing involves two important objectives: managing your investments and preserving your wealth. Our goal is to create financial strategies and provide an extraordinary amount of personal service.
Registered Principal, LPL Financial
Client Services Associate
Client Services Assistant
5 Smart Investing Principles