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Jeffrey Biro, CEP, RFC
Family Wealth Advisors, LLC

Tel: (480) 347-1353
6900 E Camelback Rd.
Suite A-39
Scottsdale, AZ 85251

Your Retirement Planning Advisor

Family Wealth Advisors, LLC | Financial Advisor in Scottsdale ,AZ


About Family Wealth Advisors, LLC

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.


General Information

Firm Start Year:   1982
No.of Employees:   5-9
Insurance License#:   400200
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

Services

Investment Types:   Exchange Traded Funds (ETFs), Insurance, Mutual Funds, Bonds, Stocks, Annuities
I can meet clients in the following ways:   At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Long Term Care, Variable Annuity, Property, Casualty, Accident, Variable Life, Health, Life, HMO
Financial Organization Memberships:   Paladin Registry, Wiser Advisor, National Association of Insurance and Financial Advisors (NAIFA)


Firm Information

Advisor's Number of Clients:   500+
Advisor's Number of Managed Clients:   200+
Advisor's Number of Planning Clients:   100+


Compliance

Registered Representative:   Yes
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

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Commissions, Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:   1 - 2%
Flat Fee Rate:   250-$1995.
Minimum Fee Charged for Managed Accounts:   $1 %



Faqs

  • Do you have a customer satisfaction or refund policy? Absolutely. White Glove client servicing is our top priority. We always start with a complimentary appointment.
  • What are your qualifications? What is your education background? Practicing Since 1982, Certified Estate Planner, Registered Representative Series 7 & 66, Certified College Planning Specialist, Registered Financial Consultant. Further qualification details and education background can be found by visiting the following websites: www.FamilyWealthAdvisors.com www.retirementreadinessquiz.com
  • What is your approach to financial planning? Our team offers holistic wealth management services to individuals and families with a team of highly qualified financial planning professionals. We offer fee based wealth management solutions as well as traditional brokerage services, insurance and fixed investments.
  • What services do you offer? Comprehensive and Personalized Wealth Management. Broad spectrum of services in Investments, Insurance and transitioning into retirement--as you may need budgeting, help with Social Security Maximization analyses and help navigating Medicare.
  • How are you compensated? How will I pay for your services? We are almost always fee-based which is a percentage of assets under management. However if someone would prefer compensation can be structured hourly or we can use a flat fee or commission.
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Disclaimer

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 Biro, CEP, RFC

Jeffrey Biro, CEP, RFC

RFC®, CEP, CCPS®

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.

My Team

Pamela  Kaye
Pamela Kaye Series 6, Life, Accident & Health Insurance Licensure, AZ Notary
Pam has been in the financial services industry for over 30 years. She is the Director of Client Services and Office Administrator at FWA & has been with us for over 10 years. She is an event planning genius who consistently designs creative and pertinent events. Most importantly, the clients adore her.

Anna Vollenweider
Anna Vollenweider Series 7 & 66, Life, Accident and Health Licensure
Anna has been a wonderful addition these last few years to Family Wealth Advisors. She has a strong accounting background with a no nonsense approach to tackling difficult projects. She is our Financial Services Coordinator who is an integral part of client meetings and follow up.

Katherine Perrini
Katherine Perrini
Katie is our delightful Front Desk Coordinator at Family Wealth Advisors. She is the face of our company who brings enthusiasm and high energy to her position. Her background is in customer service & she goes above & beyond the norm.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 3:00 PM

Communities Served

Apache Junction Chandler
Fountain Hills Gilbert
Glendale Mesa
Paradise Valley Peoria
Phoenix Queen Creek
Rio Verde Scottsdale
Sun City Tempe
Carefree Cave Creek

Compensation Arrangements

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News & Events

Co-Authored the book: Make Retirement Simple
When: 12/08/2016
Details:A #1 Bestseller on Amazon which will tell you Valuable Insights From Real Financial Experts. ...more


Estate Planning
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 pam@fwealthadvisors.com

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