Jeff Beyer is the owner of Paladin Retirement Advisors and has been in the financial services industry since 1999. His focus is on developing financial plans and retirement strategies that satisfy clients’ important life and investment needs. He strongly believes in what he does and wants to help you prepare the road map for your future.
His approach in working with clients is more like a retirement coach than a traditional financial advisor because he thoroughly informs and recommends to clients the best strategies and concepts available in the industry today for retirement financial planning.
Jeff has passed Series 6, 63 and 65 securities exams and is an Investment Adviser Representative. He also has life, health and long-term care insurance licenses in Pennsylvania and New Jersey.
Jeff has a Bachelor of Science in Business Administration from Wake Forest University. He also is the ambassador for a Financial Awareness Foundation in Bucks County and an ambassador for the Lower Bucks County Chamber of Commerce.
In his spare time, Jeff enjoys spending time with his wife, Beth, and their three boys. He loves traveling to different places with them — even if they are just discovering cool places around Bucks County.