Independent Financial Advisors
Financial advisor. Investment strategist. Wealth manager. Regardless of what they call themselves, most financial advisors have access to the same data, the same investments and the same resources as everybody else. The main thing that truly distinguishes one financial advisor from the next is how they help their clients with those resources.
Marc Jaffe founded Jaffe Financial Services not to merely provide investment products and services, but to provide customer service at levels he felt his clients deserved. He wanted to take the extra steps to be certain he and his clients were on the same page, to make the extra effort to ensure they trusted his ability to help them achieve their financial goals.
Located in Indianapolis, Indiana with clients throughout the United States, Jaffe offers full-service investment products and services and delivers them with full-service satisfaction. Time is taken to fully understand every client's short and long-term financial goals, risk tolerance, and expectations.
With an array of specialized financial products and services, each client can own a portfolio specifically suited to their particular situation.
Financial Products offered but not limited to:
- - Equities
- - Preferred Stock
- - Fixed Income Securities
- - ETFs
- - Mutual Funds
- - UITs
- - Structured Products
- - Insurance
- - 529 Plans
- - Retirement Planning Services
"The quality of our customer service and the depth of our investment knowledge have earned us the respect of our peers and the confidence of our clients. Whether our clients want stability or growth, at Jaffe Financial Services, we help them mitigate risk while maintaining focus on their long-term investment objectives."
Trusted Financial Advisors
Trust is the cornerstone of the client/advisor relationship. Clients can trust that every phone call will be returned. They can trust that the Jaffe team will gather a comprehensive understanding of their unique financial situation before taking any action or making any recommendation. Clients can trust that their hopes and concerns will be listened to and acted on, accordingly. They can trust that their best financial interests are in mind at all times.
Jaffe Financial Services has the long-term clients and referrals to prove clients want more than just someone to sell them investment products. They want a solid relationship with a trusted financial advisor. They want Marc Jaffe.