Creating & Preserving Wealth for Generations
Services & Specialties
Jeff and his team work tirelessly to make sure their clients retire with peace of mind. His practice's main focus is helping individuals and families build and navigate a financial plan that will help them meet and often exceed their financial goals. As those goals and objectives change, Jeff and his team will meet to review and adjust the plan accordingly to optimize success rate.
Services & Specialties:
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Retirement Planning
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Investment Management
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Financial Planning
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Long Term Cash Flow
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Financial Behavioral Analysis
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Financial Coaching
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403b & Pension Maximization
Meet the Team
Jeff Jones
Financial Advisor
FINRA series 7 & 66
NYS Life, Accident & Health Insurance
Jeff joined Sage Rutty in 2021 and with a passion for business and financial wellness. His practice is focused on listening to client’s needs and finding proactive solutions to help them meet their financial goals. His philosophy is that finance is more about behavior than asset allocation, and he believes that proper coaching and a defined process will lead to continued success.
Jeff holds his Series 7 and 66 licenses with FINRA (Financial Industry Regulatory Authority). He also holds licenses with NYS Life, Accident and Health Insurance.
Jeff lives in Victor with his wife, Chelsey, and son Beau. He is a graduate of the SUNY Geneseo and Finger Lakes Community College.
Financial Planning Department
One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Working in tandem with our advisors, Victoria Chase Parker, CFP®, CDFA®, CHSA® and Aaron Young, CFP®, CRPC®, CHSA®, AIF® provide decades of experience in the Financial Planning realm.
