STEPHEN JAFFE
Financial consultant
Services Offered
- Investment strategies
- Insurance strategies
- Holistic financial planning
About
Stephen Jaffe is a financial consultant based in Boca Raton, Florida, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Stephen employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.
Reviews
Location
Contact This Advisor
Business Information
Address
Yamato Office Center, 999 Yamato Rd Ste300
Boca Raton, Florida 33431
Phone
+1561-416-8600
Website
http://www.oppenheimer.com/advisor/fl/ft--lauderdale/ft--lauderdale-branch/stephen-jaffe.aspx
Business Hours
Contact for business hours