Jeffrey McAleney

I work with individuals, families, professionals and retirees to deliver customized professional advice and service. I offer guidance on your existing assets, helping to integrate them with your income requirements and personal goals to create a comprehensive wealth plan.
Beginning with a face-to-face meeting with you, I seek to discover your needs, desires, and the values most important to you and your family. I review your entire financial situation, make recommendations and then implement them in accordance with your objectives. I pay particular attention to establishing retirement accounts to support your longer-term asset accumulation and income needs.
I foster a long-term relationship with you by giving attentive service, staying in close contact and keeping you abreast of vital financial news that can affect your future decision-making. I am happy to work with your attorney and accountant as needed and am available whenever you wish to speak or get together.
Recognizing that your unique circumstances may benefit from a range of services, I help you access J.P. Morgan's impressive suite of products, tailored to help you pursue your goals:

• Wealth planning
• Investment management
  - Equities
  - Fixed income
  - Alternative investments
  - Exchange-traded funds (ETFs)
• Tax mitigation
• Cash management
• Risk management
• Trust and estates
• Insurance
• Banking
• Mortgages
• Lending