Jeffrey J. Biro is dedicated to helping people grow, protect and transfer wealth. His key to success is the personalized approach he takes in assisting clients with services ranging from wealth management to retirement, estate, college and insurance planning.  

A financial professional since 1982, Jeff has gained the kind of in-depth knowledge that can only come from over three decades of experience. During that time, he has helped many families prudently invest and protect their assets throughout the various swings of the economy.  

Jeff’s educational background includes two bachelor’s degrees and a master’s degree (ABT) with honors from Western Illinois University. Through a vigorous program of ongoing education, he has earned the designations of Certified Estate Planner™ (CEP®), Certified College Planning Specialist (CCPS), and Registered Financial Consultant (RFC®). Earning those designations required advanced coursework in a comprehensive range of financial subjects.  

As an independent financial professional, Jeff brings his clients choices to find the right product to fit each client’s needs. He is able to work with any insurance and investment program in the marketplace that he deems appropriate. This will enable Jeff to find the beneficial products that best suit each client. Jeff’s staff is unparalleled in professionalism and detail in order to cater to his clients.  

Due to his efforts, Jeff has been listed each year since 1985 in the Arizona "Who's Who" National Association of Insurance and Financial Advisors. An even greater tribute to him is his loyal, growing clientele.