Jeffrey M. Kropp

Tel: (610) 624-1665
722 Yorklyn Rd
Hockessin, DE 19707

We can help you achieve your goals.

Sherpa Financial Services | Financial Advisor in Hockessin ,DE


About Sherpa Financial Services

"Planning Is Bringing The Future Into The Present So That You Can
Do Something About It Now" - Alan Lakein

I help individuals and families plan and execute on financial
strategies that allow them to enjoy a safer and more predictable
financial future.

Looking For An Experienced, Results Driven Financial Advisor? I'd
Love The Opportunity To Serve You And Your Financial Goals.

RETIREMENT PLANNING * WEALTH MANAGEMENT * TAX PLANNING * ESTATE
PLANNING * INSURANCE PLANNING * HEALTHCARE PLANNING

12 Years of Experience



General Information

Insurance License#:   375629
Name of Broker/Dealer:   Woodbury Financial
Name of Custodial Firm:   Fidelity, Pershing
States Licensed in:   PA, DE, NJ, NY, MD, FL
Number of Years with Current Firm:   1
I work with the following types of clients:   Investment Clubs , Businesses , Individual Investors


Services

Investment Types:   Mutual Funds , Bonds , Stocks , Insurance , Alternative Investments , Annuities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Commodities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via email , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity


Firm Information

Assets Managed by Firm:   $175,000,000
Advisor's Number of Clients:   100


Compliance

Registered Investment Advisor:   Yes
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:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Commissions , Hourly , Flat Fee


Education

Bachelors of Science - Business Management  West Chester University of Pennsylvania
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Faqs

  • Do you have a customer satisfaction or refund policy? Yes, I provide plans and if my clients are not 100% satisfied, I'll refund the fee.
  • What are your qualifications? What is your education background? While in college studying Business Management I worked for an Insurance Agency. After graduating I continued to help individuals and families with their medical benefits. I then took a class on taxes/prepare taxes and prepared tax returns for 8 years. In 2004, I started learning about the financial services industry and obtained my Series 7 (General Securities Representative Exam) license in 2006 and Series 66 (Fee-Based Investment Advisor Exam). With my background with taxes and medical benefits I'm able to help clients with multiple challenges they face while leading up to retirement and in retirement.
  • What is your approach to financial planning? Plan first and foremost. Without a plan I feel an advisor cannot truly help his or her client and may just be trying to push a sale. After the plan is complete the investment selection is just as important. We incorporate decades of Nobel Prize winning economic research (Dr. Harry Markowitz (Nobel Prize in 1990) and Eugene Fama (Nobel Prize in 2013) in our portfolios. This academic approach uses asset class investing with diversification and re-balancing all while keeping the expenses low.
  • What services do you offer? Financial Planning, Investment Analysis, Life Insurance, Long-Term Care Insurance
  • How many clients do you currently manage? ~100
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Disclaimer

Securities and Investment Advisory Services offered through Woodbury Financial Inc., member Finra/SIPC and Registered Investment Advisor, PO Box 64284, St. Paul, MN 55164 (800)-800-2638. Insurance services offered through Sherpa Financial Services and Woodbury Financial Services, Inc. are not affiliated entities. Woodbury Financial Inc.,does not offer tax or legal advice. All other entities are unaffiliated. This communication is strictly intended for individuals residing in the state(s) of DE, FL, MD, NJ, NY, PA, and No offers may be made or accepted from any resident outside the specific state(s) referenced. A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Jeffrey M. Kropp

Jeffrey M. Kropp


Jeff joined Sherpa Financial with a new found excitement for both his clients and himself after 10 years as a financial advisor with another local firm. Jeff brings with him a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management.

His primary focus is financial planning for those in, or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client. Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops.

Jeff currently resides in West Grove with his wife Honey Beth, and their son, Braydon, and daughter, Emerson. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son's hockey and soccer teams.

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My Services


Portfolio Management

Loring Ward and Dimensional Funds but can offer any investment or stock.


Financial Advice & Consulting

Planning using a cash flow model that clients have access to at all times online.


401K Rollovers

Will do an analysis to see if it's in the client's best interest to Rollover a 401k or 403b.


Communities Served

Avondale Chadds Ford
Elkton Exton
Gap Glen Mills
Honey Brook Kennett Square
Kirkwood Lincoln University
Malvern Media
New Castle Newark
Nottingham Oxford
Paoli Parkesburg
Phoenixville Quarryville
Rising Sun Thorndale
Thornton Toughkenamon
Wayne West Chester
West Grove Wilmington
Woodlyn

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 7:30 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Social Networks


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