Jeffrey McDermott (CFP®, MBA)

Jeffrey McDermott focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
NAPFA Start Date
March 11, 2021