Jeff Hertig, Financial Advisor located in Sun City West, AZ

Financial Advisor
Jeff Hertig

CEPA®
14300 W Granite Valley Dr, Suite B-8, Sun City West, AZ 85375opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Healthcare Professionals
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Pickleball
  • Volunteering
  • Technology
  • Active Lifestyle

Team Members

  • DeAnna Lynch
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Phone

(623) 888-8933

Fax

(888) 558-2775

Office Address

14300 W Granite Valley Dr
Suite B-8
Sun City West, AZ 85375opens in a new window

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