Jeff Sharman is a financial advisor affiliated with Raymond James, a nationally recognized leader in wealth management and investment services. Operating from Penfield, New York, Jeff offers a client-centered approach focused on helping individuals, families, and businesses navigate complex financial decisions with confidence. Backed by the robust resources of Raymond James, he delivers personalized financial planning and investment strategies tailored to each client’s unique goals and life stage. Jeff emphasizes long-term relationships, trust, and transparency, bringing a deep understanding of market trends and financial products to every conversation.

What sets Jeff apart is his commitment to offering thoughtful, independent advice without the pressure of proprietary products. His practice supports a wide range of clients, from retirees planning income strategies to professionals focused on wealth accumulation. Leveraging advanced planning tools and ongoing market insights, Jeff provides clarity in areas such as portfolio management, retirement planning, and risk mitigation. As part of Raymond James, he also aligns with a culture of community involvement, ethical standards, and financial education.

Website: https://www.raymondjames.com/jeffsharman

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Wealth preservation and estate planning
– College savings and education funding guidance
– Risk management and insurance planning
– Tax-sensitive investing strategies
– Business succession planning