Jeffrey Grosjean, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

About Jeffrey

When I meet with you, I want to know your story – what is important to you, what shaped you and what challenges you need help and guidance for within your life. Using that information, we can work together to personalize a financial strategy for you to help accomplish what you want – retirement, saving and investing for yourself or loved ones, supporting your business, preparing for life's curveballs or anything else related to your life and finances.

As far as my story, I grew up in a suburban neighborhood. After graduating with a bachelor's degree in criminal justice, I obtained...

Work History

  • Edward JonesApril 2023 to Current
  • JPMorgan Chase & CoMay 2013 to April 2023

Education

  • Bowling Green State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Podcasts
  • Reading
  • Sports Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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