Jeff R
Investment Advisor Representative at Scranton Financial Group | Greater Hartford, United States
Jeff R’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Investment Advisor Representative at Scranton Financial Group in December 2023 - Present
Financial Advisor at Edward Jones in October 2019 - December 2023
Director - Operations Capacity Planning at UHG in January 2012 - May 2019
Director, FP&A at United Health Group in January 2007 - January 2012
Senior Manager at ESPN in January 1996 - January 2008
University of Phoenix, online campus, MBA
Quinnipiac University, BS
Scranton Financial Group is a financial firm located in Westbrook, Connecticut. They are passionate about educating their clients and ensuring that they fully understand why their recommended strategies for protecting and growing their assets are the right ones. Unlike other firms, Scranton’s number #1 priority is to build strong client relationships through ongoing communication, regular educational workshops, and client appreciation events. Their experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocations, overpaying on taxes, or lack of catastrophic health care planning. Their seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. SEC.GOV Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities.
Discover more about Scranton Financial Group
Private Wealth Advisor | Single Family Offices | Business Owners | Executives | Foundations & Endowments
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Client Service Advisor focused on Customer Service and Management.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Sou...
Lead Financial Advisor ▪ Retirement Income Planning ▪ Wealth Advisory ▪ Client Acquisition ▪ FINRA Series 7, 63, 65, 66
Lead Advisor at Retirement Income Source SFG
(Aug 2025 – Present)
What is Jeff R email address?
Email Jeff R at [email protected] and [email protected]. This email is the most updated Jeff R's email found in 2026.
What is Jeff R phone number?
Jeff R phone number is 2032729015 and (203) 927-1684.
How to contact Jeff R?
To contact Jeff R send an email to [email protected] or [email protected]. If you want to call Jeff R try calling on 2032729015 and (203) 927-1684.
What company does Jeff R work for?
Jeff R works for Scranton Financial Group.
What is Jeff R's role at Scranton Financial Group?
Jeff R is Investment Advisor Representative
What industry does Jeff R work in?
Jeff R works in the Financial Services industry.
