Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scheer is a financial advisor registered with Pathstone. Jeffrey has been in the industry since 2015. Jeffrey has a strong background in financial planning and portfolio management. Jeffrey has a designation of Chartered Financial Analyst. Jeffrey has extensive experience working with high-net-worth individuals, families, foundations, and endowments. Jeffrey provides a wide range of financial services including financial planning, investment management, and wealth management. Jeffrey is committed to providing his clients with personalized financial advice and services that meet their specific needs and goals. In addition to his work as a financial advisor, Jeffrey is also a member of the Board of Directors of CASA Myrna, a non-profit organization that provides shelter and supportive services to survivors of domestic violence. Jeffrey also serves as a member of the Corporation of Dedham Savings Bank.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
06/13/2018 - Present
Pathstone (BOSTON MA)
Active
Inactive
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