Jeffrey M. Garton
Financial Planner
I started with Fidelity Investments back in 1995. From there I proceeded to make my own way as a business owner and financial advisor with John Hancock in 1998 until I moved over to MassMutual in December of 2003, where I remained until October of 2021 when I joined Lincoln Financial Securities. My areas of specialization are in asset management, financial planning, life insurance, & disability income insurance. My objective is to:
- Help clients accomplish their goals
- Educate my clients as to different products and how they can be of advantage to them in their situation
- Recommend solutions that fit your needs
- Perform annual reviews with my clients to assess any changes that have taken place in their lives and how that may affect their current plan
- Monitor your financial progress
- Make investments and financial planning easier to understand
Phone
972.837.0871
Fax
972.408.0830