Assistant: Amy Ryan - firstname.lastname@example.org
Jeff's career in the Financial Services Industry began in 1997. With a focus in the investment and retirement income planning arena, he assists his clients with addressing problems and risks associated with market fluctuations, taxes and varying economic conditions. He helps make difficult financial decisions easy for his clients by providing sound strategies based on their needs.
He serves as the agency Annuity Specialist and is a member of the Advisory Group as part of Skylight Financial Group's management team.
A DISCIPLINED APPROACH AND STRESSING THE CONCEPTS OF:
· Fully integrated, comprehensive financial planning
· Allocating assets and recommending investments based on a clear understanding of your
objectives, priorities, time horizon and risk tolerance
· Diversification and rebalancing through actively managed portfolios
· A long-term perspective
· Systematic plan and portfolio review
· Lifetime membership in the prestigious Million Dollar Round Table - the Premier Association
of Financial Professionals
· Elected a Cleveland's Five Star Wealth Manager
· Skylight Financial Group's Associate of the Year
· NAIFA's National Quality Awards for financial advising, investments, life insurance and annuities
· American Heart Association Cleveland Heart Walk Executive Challenge Chair
View Jeff's LinkedIn profile.
Jeff Zemito is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC Member SIPC. 2012 W. 25th Street, Suite 900, Cleveland OH 44113. 216-621-5680. CRN201511-177513.
Check the background of this investment professional on FINRA's BrokerCheck.
Oct 5, 2016 - Meet Skylight's New Partner Jeff Zemito
Jan 29, 2016 - Jeff Zemito Wins Skylight's Gold Associate of the Year 2015
Aug 20, 2015 - Jeff Zemito Walks and Talks Healthy Hearts
Feb 4, 2015 - Jeff Zemito Wins Skylight's Silver Associate of the Year 2014