As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. It is especially gratifying to work for a company so aligned with my belief that the client comes first.
With my mother being a Holocaust survivor, there was no better role model to demonstrate what it means to be strong, caring and amazingly compassionate. I strive every day to make my office a place where anyone, especially my mother, would be comfortable. It is a warm and friendly place to congregate. A place where dreams are put into action; a place where you know your strategy was designed with your goals in mind. And sometimes, a safe place for an ear to listen and a shoulder to cry on. In our office, you have a name and are not just a number.
Whether it's planning for retirement or a special purpose such as a home or a child's education, you will receive as much time as you need. In addition, if you are a business owner, we can support many of your diverse financial needs. What's most important to you is what's most important to us.
On a personal note, my wife, Dawn, and I are New Milford, CT natives. We have been married for 26 years and have two children that make us very proud. We are also avid dog lovers and have three that keep us on our toes. Dawn is a dog massage therapist which makes them very happy. We enjoy the outdoors, hiking, snow skiing, traveling and pursuing new adventures.
My branch team includes another New Milford native, Leigh Alhage. We strive to understand what's most important to you, establish a personalized process and partner together to help keep you on track for the rest of your life. We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a tailored strategy to help you achieve your financial goals.
- Retirement Savings Strategies
- College Savings
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Community Outreach
Office Address329 Danbury Road
New Milford, CT 06776
Phone NumberIvan Shiffman at (203) 702-7020
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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