The Jeffrey Group

The Jeffrey Group is an investment service in Greenville, SC. It advises high-net-worth clients, combining traditional investment advice with diversified strategic assets to build portfolios aimed at meeting income stream goals in retirement. The firm's work centers on what it calls financial harmony: a balanced, well-coordinated plan in which savings, investments, and income streams work together without stress or conflict. Portfolios are personalized around each client's objectives, risk appetite, and savings journey, and the team proactively evaluates the financial landscape to track opportunities and threats and respond accordingly. The Jeffrey Group also incorporates real estate into client portfolios, an asset it treats as central to wealth building, and maintains a longstanding registration with the SEC. Jeff Herman, a 30-year veteran of the financial services industry, leads the firm. He began as an independent advisor working with his father, a CPA in Hickory, NC, spent ten years as a representative for Dreyfus Investments and AXA Equitable, and later served as Chief Operating Officer and Chief Compliance Officer of Wealth Management Advisors, LLC, an SEC-registered RIA. In Greenville, Jeff has volunteered with the Greenville Chamber of Commerce, the Humane Society, and UCAN, taught financial education classes to area middle schools through Junior Achievement, and supported the Red Cross Chapter, the American Heart Association, and Cancer Survivors Park. The firm holds a 5.00 rating from 2 reviews. It is located on S Main Street in Greenville.

Services:

• Alternative Investments
• Comprehensive Portfolio Development
• Investment Advice
• Portfolio Evaluation
• Retirement Planning
• Wealth Management