Jeff Mills CRPC
Wealth Manager
Services I Specialize In:
Retirement Planning | Wealth Management | Comprehensive Financial Planning
Social Security Planning | Income Strategies | College Planning & Saving
Insurance Protection | Multi-Generational/Estate Planning
I started my financial services career in 1996 after operating my own computer consulting company for 20 years. I have a B.S.B.A in Finance and Economics from Robert Morris University, and over 25 years of experience in the areas of retirement, investment and tax planning; life insurance; college saving and selection; financial aid; and estate planning.
As an established financial advisor, I work with my clients, existing team of tax preparers, and attorneys to create a detailed and coordinated strategy. In turn, this helps my clients achieve all their goals and dreams. I currently hold a FINRA Series 6, 63 and 65 Securities, Life/Health/Annuities license, and a designation of CRPC® (Chartered Retirement Planning Counselor). This qualifies me to help clients create and save for retirement as well as leaving a legacy for their children and grandchildren. I hold licenses in multiple states.
I am an eager presenter and experienced in providing options to my clients. I conduct seminars in Social Security, Investment Planning and Financial Aid for college. During my time as a computer consultant I made software presentations for many audiences including state governors. This gave me the experience to speak in front of my clients and in a group of prospects.
I grew up in Akron, Ohio and now reside in Moon Township, PA. with my three daughters. I like watching college football on television and my favorite team is Ohio State. In addition, I'm a die hard NASCAR fan and enjoy watching races on television, although I would much rather attend the races where I can hear the roar of the engines and smell the burning gas and tires.