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

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?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.