250 Pehle Ave Park 80 West, Plaza I, Suite 405
Saddle Brook, NJ 07663
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisiions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Jeff began his career in the financial services industry in 1977 and just began his 37th year with a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). He is a Registered Representative and an Investment Advisor Representative with MML Investors Services, LLC. Jeff has earned several designations including Chartered Life Underwriter (CLU), Certified Family Business Specialist (CFBS), Accredited Estate Planner (AEP), Certified Long Term Care (CLTC) and Retirement Income Certfied Planner (RICP).
He is a published author with articles appearing the NY Daily News, LA Times, the Wall Street Jornal and Life Insurance Selling Magazine and has been a guest lecturer before numerouse financial services organizations arount the U.S. He received his Bachelor of Arts Degree from Marshall University and has completed several courses towards his Masters in Financial Services degree and Chartered Special Needs Consultant Designation from the American College, Bryn Mawr, PA.
Jeff has served as President of the MassMutual Agents Association. He is a principal in the firm, Duncan Financial Services, LLC. He and his wife Dawn have two children, Scott and Jessica and are the proud grandparents of two grandchildren, ages 12 & 9. His office is located in Saddle Brook, NJ and he resides in Cresskill, NJ.
Affiliations & Memberships
National Association of Insurance & Financial Advisors (NAIFA)
Mass Mutual Advisors Association
Chamber of Commerce-Fort Lee & Hawthorne NJ
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Estate Planning
- Financial Education
- Business Owners
- Retirement Strategies
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheckSee Jeffrey’s Licenses and Disclosures