Jerome Pfeffer Email & Phone Number

Jerome Pfeffer

Managing Director/CEO at Investment Solutions Group Inc. | Albuquerque, New Mexico, United States

Jerome Pfeffer Socials
About Jerome Pfeffer

Jerome Pfeffer, as the Managing Director and CEO of Investment Solutions Group Inc., brings over seventeen years of leadership experience and a robust twenty-two-year background in the financial services industry. His expertise lies at the intersection of retirement planning and post-retirement wealth management, where he excels in crafting tailored strategies that empower clients to achieve their financial goals. As a Certified Retirement Counselor (CRC), Jerome is adept at navigating the complexities of retirement plan consulting, ensuring that clients are well-prepared for their financial futures.

Under his stewardship, Investment Solutions Group Inc. has undertaken several key projects aimed at enhancing client engagement and optimizing investment strategies. Jerome has spearheaded initiatives focused on 401(k) plan design and implementation, aligning with ERISA regulations to ensure compliance and maximize benefits for participants. His deep understanding of asset management and risk management allows him to provide comprehensive solutions that encompass traditional and alternative investments, catering to the diverse needs of his clientele.

Jerome's commitment to personal finance education is evident in his proactive approach to client relationships, where he emphasizes transparency and informed decision-making. He leverages his extensive knowledge in auditing and pensions to guide clients through the intricacies of wealth management, ensuring they are equipped to make sound financial choices. As a thought leader in the industry, Jerome continues to innovate and adapt to the evolving financial landscape, positioning Investment Solutions Group Inc. as a trusted partner in retirement and wealth management.

Jerome Pfeffer Work
1 experience icon

Managing Director/CEO at Investment Solutions Group Inc. in November 1999 to Present

2 experience icon

Registered Representative at LPL Financial in May 2001 to Present

3 experience icon

Vice President - Heffernan Financial Services at Heffernan Insurance Brokers in September 2022 to Present

Jerome Pfeffer Skills

Retirement

Retirement Planning

401k

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About Jerome Pfeffer's Current Company
Frequently Asked Questions about Jerome Pfeffer

What is Jerome Pfeffer email address?

Email Jerome Pfeffer at [email protected]. This email is the most updated Jerome Pfeffer email found in 2026.

What is Jerome Pfeffer phone number?

Jerome Pfeffer phone number is +15052501088 and +15058503151.

How to contact Jerome Pfeffer?

To contact Jerome Pfeffer send an email to [email protected]. If you want to call Jerome Pfeffer try calling on +15052501088 and +15058503151.

What is Jerome Pfeffer net worth?

Jerome Pfeffer has an estimated net worth of $375,000 to $499,999

What company does Jerome Pfeffer work for?

Jerome Pfeffer works for Investment Solutions Group Inc.

What is Jerome Pfeffer's role at Investment Solutions Group Inc.?

Jerome Pfeffer is Managing Director/CEO

What industry does Jerome Pfeffer work in?

Jerome Pfeffer works in the Insurance industry.

Jerome Pfeffer Email Addresses

Email Jerome Pfeffer at [email protected]. This email is the most updated Jerome Pfeffer email found in 2026.

Jerome Pfeffer Phone Numbers

Jerome Pfeffer phone number is +15052501088 and +15058503151.
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