Jeff Ostler has been in the investment services industry since 1987. He grew up in Bountiful, Utah and graduated from the University of Utah, College of Business, with a Batchelor of Arts degree in Finance. He holds a Series 7, 63, and 65 registration and Life and Health Insurance licenses.
Jeff`s advice to other Financial Consultants is to "Do what`s best for your clients and everything else will fall into place." He takes a personal approach with his client`s that he believes adds value to their relationship. "My relationships with my clients are based on mutual respect and trust." "Making a difference in a person`s life, helping to manage retirement and lifestyle dreams is rewarding."
Jeff is a father of five. He knows the importance of college planning, retirement planning and being prepared for what we may not see ahead. He knows the importance of keeping his clients informed on economic issues. Jeff genuinely enjoys his relationship with his associates and clients alike.
Jeff`s advice to other Financial Consultants is to "Do what`s best for your clients and everything else will fall into place." He takes a personal approach with his client`s that he believes adds value to their relationship. "My relationships with my clients are based on mutual respect and trust." "Making a difference in a person`s life, helping to manage retirement and lifestyle dreams is rewarding."
Jeff is a father of five. He knows the importance of college planning, retirement planning and being prepared for what we may not see ahead. He knows the importance of keeping his clients informed on economic issues. Jeff genuinely enjoys his relationship with his associates and clients alike.