Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Eugene Lacross is a financial advisor registered with Integrated Wealth Concepts LLC. Jeffrey has been in the industry for over 12 years and holds the Certified Financial Planner and Personal Financial Specialist designations. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jeffrey is also a tax manager at LaCross Financial Advisors, where he provides accounting, tax, and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
04/03/2018 - Present
Integrated Wealth Concepts LLC (Beverly MA)
Active
Inactive
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