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Woodbury Financial Services Inc
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55101 Saint Paul -
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Universal Financial Strategies
- Po Box 64284
- Saint Paul, Minnesota
- 55164
- Phone: (651) 738-4000
- Website
Description
Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional and Financial Advisor with more than 15 years of experience in the insurance and financial services industry. Jeff joined our team in 2013 after spending five years as a financial advisor with Edward Jones and 8 years with Hundt Capital Management Inc., where he assisted clients with many issues such as estate and retirement planning. He is a graduate of Hastings College with a degree in Business Administration and Psychology with an emphasis in Finance.
Much of Mike’s success with Universal Financial Strategies comes from using a team approach. Mike does most of the client and prospect meetings while his team does the follow up. Mike’s system allows Universal Financial Strategies to provide the highest quality customer service.