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Jeffrey M. Coffey, CFP®Senior Vice President & Financial Advisor

Jeffrey M. Coffey, CFP®

Senior Vice President & Financial Advisor


As a Certified Financial Planner professional for over 25 years, Jeff has worked with individuals, families, business owners, and employees helping them to protect their current assets, accumulate wealth, and plan for financial independence. He enjoys helping people improve their lives.

In addition to his individual client meetings, Jeff also offers group sessions in which he develops and presents educational courses on money management, investing, and other aspects of financial planning. Clients often say he has helped them to better understand and simplify their financial lives as they prepare for a more secure future.

Jeff earned a B.S. in management from Adelphi University and has been a longtime member of his industry’s professional organization, the Financial Planning Association, in order to stay current with the latest information and strategies for planning, investing and risk management. For his clients’ convenience, he is also fully registered to offer investments, as well as licensed to provide life and health insurance products.