Bruce Jansen, CFP®

I specialize in helping my clients work toward their immediate and retirement goals by providing key financial advice which includes planning and implementation of a financial strategy specifically designed to address their needs, goals and objectives.

I can do the same for you in creating a plan to work toward the aforesaid goals and objectives.  I will also work with you in monitoring the plan and make adjustments where and when necessary.

I have held my Series 7 registration since 1983 (currently held through LPL Financial) and am registered with LPL Financial as Investment Advisor Representative (IAR) in NY State.  I also hold a NYS Insurance license.  Prior to that, I spent 16 years in public and industrial accounting and held a CPA license for several years.

Also, I enjoy cycling, travel, pattern dancing, golf, pickle ball, sports cars and classic cars.  I have organized many cycling and automotive events.  I have older Lionel model trains and enjoy watching football, baseball and hockey.

If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or e-mail me.  I can help you make sense of the information you’re receiving.