| Advisor Profile |
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| Name: |
Jeff Ivory |
| Phone Number: |
(248) 929-0419 |
| Website: |
Visit Website
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Business Description |
Jeff Ivory
Partner, Stonebridge Financial Partners, LLC
Financial Securities offered through LPL Financial, Member FINRA/SIPC. |
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General Information |
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| Years of Experience in Financial Services: |
3
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Education |
| Academic Background |
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MBA - University of South Carolina
BA, Economics - Michigan State University |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bonds, Stocks, Annuities, Bond Mutual Funds, International Investments, 76504, Real Estate, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Masters of Business Administration, Insurance License (Life & Health; Long Term Care; Specify below), Series 65, Series 7
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Jeff Ivory |
| Most Recent Update: |
09/14/2008 |
Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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Yes. Client satisfaction is our number one priority. |
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What are your qualifications? What is your education background? |
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I have 15 years of combined corporate and personal financial experience, my MBA and an economics degree, and am fully licensed and work as a fiduciary for my clients. |
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What is your approach to financial planning? |
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Strategy drives all of our financial decisions. I act as the client's personal Chief Financial Officer - providing advice and coordinating the client's financial needs. |
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What services do you offer? |
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Wealth growth and management, business consulting, financial planning to include retirement, investment strategies, education, estate planning, cash flow management and strategic planning. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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All clients are serviced by both me and my team of qualified professionals. |
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How are you compensated? How will I pay for your services? |
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I am compensated with fees paid by the client. I charge by the project, hour, or for assets under management based on the client's wishes. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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This service is determined on a client by client basis, with emphasis on the client's goals and objectives driving each decision. |
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Do you offer any guaranteed results? |
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Satisfaction is guaranteed on the strategic planning process. |
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How much risk should I be willing to take? |
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Each client's goals and objectives dictate how much risk should be taken. We will explore those aspects fully before any risk decisions are even considered. |
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Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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Wealth development and management, business consulting, real estate, financial planning to include retirement, investment strategies, education, estate planning, cash flow management and strategic planning. |
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What is your experience? How many clients do you currently manage? |
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I have over 15 years of corporate and personal financial management experience. I am currently working with 80 clients, and have recently added technology and highly qualified staff members to assist me in fulfilling my client's needs and also to add capacity to my practice. |
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What financial institution(s) do you represent? |
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None. I am a completely independent advisor. |
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How do you charge for your services? |
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I am primarily a fee based advisor. |
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Do you provide a free initial consultation? |
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Yes. We both need the opportunity to sit down and discuss whether or not we are a good fit for one another. |
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Why should I choose you as my financial advisor? |
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For those people tired of paying commissions without knowing why, who struggle without having a proper financial strategy, and who are leary of advisors who just want to "sell them stuff" my process and strategy driven approach might be a better fit, but it is absolutely not for everyone. |
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What are your management fees? |
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They are based on the size of the portfolio and the needs of the client. |
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What kind of plans do you specialize in? |
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Defined Benefit, Defined Contribution, Profit Sharing and Deferred Compensation. |
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Do you have a minimum requirement for number of employees or total investment value? |
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What type of plans do you offer? |
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Varies by needs and a thorough assessment. |
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Do you offer any additional services? |
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Yes, on a client by client basis. |
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What are your qualifications? |
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I have 15 years of combined corporate and personal financial experience, my MBA and an economics degree, and am fully licensed and work as a fiduciary for my clients. |
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What is your approach to 401 K plan rollovers? |
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Each client requires their own strategy and approach. First concern if whether we should roll it over at all. Then we figure out where and how. |
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How long does the process of rolling over a 401K plan usually take? |
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Varies by client. There should be no rush in this decision as most 401K plans allow the client to leave their funds untouched until they have the chance to figure out what they should do. |
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What financial institutions do you represent? |
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None specifically. I am a totally independent financial advisor. |
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| Q. |
How many years of experience do you have? |
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15 total years of financial management between both corporate and individual. |
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What are your fees for this service? |
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Varies by the client and is determined by their needs and objectives. |
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How many 401K rollover clients do you currently manage? |
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Many of my 80 clients required advice on their 401K assets. Some strategies have moved the assets, some have not. |
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Why should I roll over my 401K plan to your firm? |
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I don't know that you should roll your 401K at all at this point. There are tax laws that are beneficial to 401K's that do not apply to IRA's. I think you should discuss your options and base your decisions on the strategy that is right for you and your family. |
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Do you provide a free initial consultation? |
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