Delivering insightful advice Building on a foundation of trust

Jeffrey Max "Jeff" Hoffman

First Vice President - Wealth Management
Portfolio Manager
Portfolio Management Program Financial Advisor

phone

321-729-6770
800-456-6770



phone

321-722-5455







address

6905 N. Wickham Road
Suite 200
Melbourne, FL 32940



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts