We strive to build successful, long-term client relationships based on trust, open communication,
and integrity. We educate our clients to make the best use of their financial assets, real estate
holdings and estate plans in order to retire successfully. We treat each client individually,
since every client has a unique set of circumstances. We tailor our financial advice to match
their goals and be as prepared as possible for life changes such as illness, losing a spouse, an
inheritance, and preparing for retirement.
If you've already experienced a major life event, such as a loss of a spouse--we specialize in helping you through that difficult process. We have an empathetic, confident, knowledgeable support team to successfully navigate this slippery slope. We have created a widow's support group to learn how to support one another and move on to lead fulfilled & happier lives.
Our clients are like extended family and we want to treat them as such. We hold semi-monthly educational & client appreciation events, such as ID Theft, Long-term Care, Social Security, Medicare, Trusts vs. Wills, Cyber Security and then entertainment with Trivia Nights, Spa events, High Tea, Cooking & Baking classes and many, many more.
|Firm Start Year:||1982|
|Name of Broker/Dealer:||Cambridge Investment Research|
|Name of Custodial Firm:||Pershing, LLC, A Subsidary of the Bank of New York Mellon Corporation|
|States Licensed in:||AK, AZ, CA, AK, CO, ID, IN, MI, MN, MT, NJ, NY, TX, UT|
|Number of Years with Current Firm:||10+|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Annuities, Stocks, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Bonds|
|I can meet clients in the following ways:||At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident, Annuity, Casualty, Health, HMO, Life, Long Term Care, Property, Variable Annuity, Variable Life, Disability|
|Financial Organization Memberships:||Paladin Registry, Wiser Advisor, National Association of Insurance and Financial Advisors (NAIFA)|
|Advisor's Number of Clients:||500+|
|Advisor's Number of Managed Clients:||200+|
|Advisor's Number of Planning Clients:||100+|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000.00|
|Compensation Methods:||Hourly, Flat Fee, Based on Assets, Commissions|
|Fee % Based on Assets:||1 - 2%|
|Flat Fee Rate:||250-$1995.|
|Minimum Fee Charged for Managed Accounts:||$1 %|
Securities offered through registered representatives of Cambridge Investment Research, Inc. a Broker Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Family Wealth Advisors, LLC are not affiliated.
Jeffrey J. Biro, CEP, RFC supports the retirement lifestyle plans of pre-retirees and retirees with financial planning strategies that focus on growth with preservation of capital. Women are becoming the largest demographic in his practice--especially widows. He is dedicated to educating, enlightening & supporting his client base.
Jeff is President of Family Wealth Advisors and Biro Financial & Retirement Services. Since 1982, Jeff has assisted over 5,000 families to wisely invest and protect their assets.
Jeff graduated from Western Illinois University in 1979 completing two Bachelors Degrees with cum laude honors simultaneously. He then went on to get his Masters Degree (abt.) with a summa cum laude honor.
He is passionate about his family, his wife Beth of 40 years, his married daughters and most recently his first grandson Sam. Jeff ascribes to a healthy lifestyle in mind, body & spirit and believes longevity includes healthy habits.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 3:00 PM|
Co-Authored the book: Make Retirement Simple
Details:A #1 Bestseller on Amazon which will tell you Valuable Insights From Real Financial Experts. ...more
When: 03/18/2020 | By:
Location: FWA Office, 6900 E. Camelback Road, Suite A-39
Details:This seminar will be about creating/and or updating your trust. Call Pam for more information at 480-969-5667 x1 or email her at email@example.com