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Jeffrey M.


Saugerties, NY

Member since:

January 31, 2013

What type of business are you in and where are you located?

Being that most business owners are Goal & Results driven, they know the importance of having a good plan and having the resources in place to track and adjust that plan accordingly. I represent the functioning arm of the business owner, who does the footwork and provides the ongoing due diligence that ensures their financial plan remains effective. This way, owners can keep a fingar on the pulse of their ongoing financial positioning, while maintaining their focus on the imediate working parts of their business!

What are you interested in getting out of this group?

The entrepreneur in me is always looking to expand my connections and build strategic networking alliances.


My name is Jeffrey. Being an entrepreneur at my core, I like to work side by side with business owners in an effort to streamline their journey toward that "light at the end of the tunnel" Retirement!

What Jeffrey M. is saying about this Meetup Group

Time went too quick! I had a great time talking with everyone.

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