Representing the third generation of Siraks at Sirak Financial, Jeffrey assists individuals and small businesses manage risk, potentially maximizing investment returns, and minimize tax burdens. He has worked as the Director of Advanced Planning at Sirak Financial since 2006, following nine years in corporate finance in New York City. Jeffrey is a Registered Representative and Financial Advisor for Park Avenue Securities and a Field Representative of The Guardian Life Insurance Company of America, New York, NY. In addition to holding his life and health insurance and series 7 and series 66 securities licenses, Jeffrey is a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and a Retirement Income Certified Professional® (RICP®). Married with two children, Jeffrey is proud to continue his family’s legacy of helping his clients across the country to achieve their goals.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian