Jeffery Perry

As a licensed insurance and financial professional, I work closely with my clients to provide customized solutions to help them reach their goals. I provide business consulting, insurance planning, estate planning, retirement planning, education funding, and more. I use a detailed financial discovery process to analyze your current situation and goals and identify the gaps in your current plan. As part of a specialized business markets group, I help businesses find tax-smart strategies that can be used in their situation.

I speak English, Spanish, and Portuguese and am able to provide the thriving Latino community with a vision that it is actually possible to achieve the American dream through proper planning.