Putting his clients’ needs first. Every day. Every time.
Jeff Turner provides a very unique background in serving clients in his wealth management practice. As a licensed Ohio attorney, Jeff’s clients get the benefit of his thoughtful analysis of the common issues facing high net worth individuals. Jeff’s primary focus is implementing solutions to help wealthy individuals achieve their investment and retirement income needs. His investment approach centers on reducing as many of the known risks as possible without sacrificing the performance necessary to achieve his clients' goals.
As a fiduciary, Jeff’s sole motivation is doing what is best for the clients he serves. As a client, if it feels like you are being treated like a family member, it is because that is the cornerstone of his practice. Jeff has been serving both individuals and businesses with investment management, risk management, wealth planning, and trust asset management since 2001. Jeff also works with various Savage team members to provide comprehensive health insurance programs for employers, individuals, and retirees.
Education
Jeff earned a Juris Doctorate degree from the University of Toledo College of Law in 1994, as well as a Bachelor of Arts in Public Relations in 1989. Jeff is a 1984 graduate of Start High School.
Registrations
Jeff is registered as both an investment advisor and a registered rep in over a dozen states. He is also registered as a Life, Health, Disability, and Long-term Care Insurance agent, and he is licensed in numerous states. In addition, he is an inactive member of the Ohio Bar Association.
Securities Registration Series 7, 63, and 66
