Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Mutual Funds
  • Fixed, Variable and Indexed Annuities
  • Stocks
  • Bonds
  • Money markets
  • Fee Based Money Management
  • Term and Permanent Life Insurance
  • Long Term Care Insurance
  • Unit investment Trusts
  • Options
  • CD’s
  • Financial Planning
  • Distribution planning
  • Estate planning
  • Check Writing
  • Internet Brokerage access
  • Business retirement plan
  • IRA accounts
  • Account aggregation and Analysis

Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Securities offered through J.W. Cole Financial, Inc. (JWC) MEMBER FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Craig Jeffries Wealth Management Group, LLC. and JWC/JWCA are unaffiliated entities.

Registered Representatives may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and esrvices mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Specific recommendations are based on the review of the client's individual portfolio. Prior performance is no guarantee of future results. 

S. Craig Serinsky, Jeffrey S. Emmeluth, Craig Jeffries Wealth Management Group, and JWC/JWCA do not provide tax or legal advice. Please consult a tax or legal professional to discuss your personal tax and/or legal matters.

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