Search |
Jeffrey Diefenthaler Investment Consultant Jeff joined MBC Financial Services, Inc. as an investment consultant responsible for working with corporate and municipal clients on the investments, administration and implementation of their retirement plans and employee benefit plans. In addition to consulting on employer sponsored retirement and benefits plans, Jeff provides financial planning services to individual clients by developing comprehensive financial plans with an emphasis on pre-retirement planning, retirement income generation, wealth management, investment management, risk management, insurance and estate planning strategies. Prior to joining MBCIC, Jeff was a financial Planning Consultant with Fidelity Investments where he worked for 11 years. During his tenure with Fidelity, Jeff was responsible for providing investment and financial planning guidance to Fidelity’s brokerage clients and retirement plan participants. Jeff holds FINRA Series 7, 63, 65 licenses as well as Life, Health and Variable Contracts insurance licenses. Jeff is a Registered Representative of Sigma Financial Corporation and an Investment Advisor Representative of Sigma Planning Corporation. |