Jerome Pfeffer
Managing Director/CEO at Investment Solutions Group Inc. | Albuquerque, New Mexico, United States
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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.
Managing Director/CEO at Investment Solutions Group Inc. in November 1999 to Present
Registered Representative at LPL Financial in May 2001 to Present
Vice President - Heffernan Financial Services at Heffernan Insurance Brokers in September 2022 to Present
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Retirement
Retirement Planning
401k
Financial Planning
IRAs
Investments
Wealth Management
ERISA
Securities
Asset Protection
Asset Management
Estate Planning
Insurance
Series 7
Small Business
Succession Planning
Risk Management
Annuities
Tax
Wealth
Employee Benefits
Investment Advisory
Planning
Financial Analysis
Auditing
Strategic Planning
Pensions
Business Planning
Financial Advisory
Alternative Investments
Long-term Care
Savings
Asset
Benefits
Portfolio Management
Strategic Financial Planning
Financial Planners
Fixed Annuities
Financial Services
Finance
Project Planning
Mutual Funds
Wealth Management Services
Investment Strategies
Personal Finance
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Discover more about Investment Solutions Group Inc.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
Jerome Pfeffer Phone Numbers
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