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Liberty Wealth Management, LLC

(615) 866-6504


Jeff has been active in the financial services business for 15 years. He has an accounting background and holds an Accounting degree from Le Moyne College. He holds series 6, 7, 63 and 65 licenses, along with licenses in life and health insurance. 

Jeff develops tailored financial and retirement plans for each client he works with. At Liberty Wealth Management, Jeff has the capability to design retirement plans that help fit both the needs and budget for the individuals and business owners he assists. We look forward to developing a plan that works for you and your family or business.