Jeffrey McAleney

"You can count on me for customized professional advice and service whenever you need it."
About 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

Meet Our Team

Insights

Wealth Planning

A historical look at Giving Season

October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning

Planning finances for a blended family

October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
Fraud

Helping your elderly and vulnerable loved ones avoid the scammers

October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.