Additional business details
Jeff Kendall, CFP, of Triumvirate Financial Services provides customized financial planning and wealth management services. With more than 20 years in the financial services industry, Jeff's focus is on helping individuals and families, most of whom are in the accumulation stage of their lives, plan to meet their retirement planning and college planning needs. Jeff specializes in working with Gen-X individuals and families, with a focus on executives and business owners, to help them pursue their goals and dreams. Jeff, an LPL Investment Advisor Representative, holds Series 7/63/65 Registrations with LPL Financial, Life and Health Insurance Licenses, and is a Certified Financial Planner™.