Jeffrey Haxton
Senior Wealth Manager
Certified Financial Planner ®
About
Jeffrey specializes in investing, retirement planning, social security, tax planning, estate planning, 401(k)'s, 403(b)'s, IRA's, Roth IRA's, and life & long-term care insurancSmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com] to learn more.
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Experience
Jeffrey takes pride in developing a financial plan tailored to each clients' personal needs. He is dedicated to providing the most ethical and effective financial strategies for investing, retirement planning, debt-free lifestyles, insurance needs, and helping clients and their families create and preserve wealth. Jeffrey is skilled in NYS Long-Term Care Partnership. Has been with Sgroi Lawley since 2010.
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