Jeff Ackler, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner & SmartVestor Pro
Jeff Ackler, CFP® is a SmartVestor Pro, available to help with your retirement, college savings and other investments.
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Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement or other financial goals in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional and CERTIFIED FINANCIAL PLANNER™ professional with over 26 years of investment industry experience, I am committed to helping people just like you create strategies that match their long term goals. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to potentially reap those rewards. I enjoy helping people build a stable financial foundation for the future. You will also have access to some of the most impressive high tech wealth management online tools to utilize if you choose to do so, provided at no additional charge, as well as the comprehensive educational information on my website.
I strongly recommend you schedule a short call with me to learn more! Simply call (407) 797-3100, send us an email, or use the tool below to find the perfect time to talk! I would enjoy the opportunity to speak with you.