Jeffrey Smith

Jeffrey Smith

Registered Representative

Phone: (716) 691-8207
Fax: (716) 424-0477
E-mail:
 

Jeff was born and raised in the Buffalo area, where he is passionate about the people and the sports teams. He understands the values of hardworking Western New-Yorkers, and works hard as an investment advisor to help provide asset growth and protection to the individuals and families in our community.  He believes in taking a comprehensive approach to planning for retirement, considering every area of concern for individual clients. Jeff will commit to working closely with you throughout the entire process of developing and maintaining an investment plan that molds to meet your life style, and its major events. 

Education/Certifications:

  • Licenses: Series 7, 63, NY Life, Accident & Health
  • Education: BS, from the State University at Buffalo- Concentration in Financial Analysis

Community Involvement:

  • Kalec MS Foundation, Committee Member (June 2016)

Hobbies:

Buffalo Sports, Avid Guitarist and Drummer, Buffalo Cuisine