Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Taylor Craig is a financial advisor registered with The Colony Group, LLC, in Boston, MA. Jeffrey is also a Certified Financial Planner. The Colony Group is an investment advisory firm that provides a wide range of financial services to individuals, families, businesses, and institutions. Jeffrey has been with The Colony Group since November 2003. Jeffrey has been in the financial services industry since June 2001. Jeffrey's area of specialization includes Retirement planning, College Savings plans, Estate planning, and Insurance. Jeffrey has been a registered investment advisor in Massachusetts since January 2012.
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.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MA
01/03/2012 - Present
THE Colony Group, LLC (BOSTON MA)
MN
06/28/2002 - 12/17/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/28/2002 - 12/17/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/13/2001 - 01/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/13/2001 - 01/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Craig is the right advisor for you? Invested Better is here to help.
