Dear Member,
On behalf of the SCMS, please welcome Jeffrey Eisenberg, President and CEO of SecuraWealth Investment Strategies – a local, independent personal wealth advisor – as a new Preferred Vendor. Below is an introduction to his firm and services, including special member benefits that will be valuable to you.
Who We Are and What We Do
Jeffrey Eisenberg has 15 years of experience in financial services for busy professionals, high net worth individuals and small-business owners. SecuraWealth Investment Strategies offers investment solutions and financial plans tailored to your specific needs. We also analyze 401(k) plans and insurance requirements. Most importantly, we are completely independent. The investment choices we recommend are aimed to meet your needs; we receive no fees or commissions for the financial products that you require. Our fiduciary standard demands it.
How We Do It
Markets rise and fall, often without warning. Our approach is to build diversified portfolios that meet clients’ needs in a variety of market conditions, while reflecting each client’s tolerance for risk and their timeline for investing. We see our clients as partners, and we attend to their portfolios accordingly to ensure they stay on track as they advance toward their financial goals.
Member Benefits
ü Complimentary personal investment consultations.
ü Complimentary business retirement plan design analysis, including fee and fund benchmarking.
ü Lower advisory fees and financial planning fees.
ü Competitive open market rates on personal disability, term insurance, life insurance, business overhead expense insurance, and business insurance solutions.
How To Reach Us
Contact Jeffrey Eisenberg at (330) 605-2564 or at [email protected]. Visit our website at www.securawealth.com.
We look forward to helping you reach your goals!
Click here to review Jeffrey Eisenberg’s resume: Secura_FullPage_Resume_v1 R05 26 16F
