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Jeffrey SmithFinancial Advisor

908.860.3789
73 Mountainview Boulevard
Basking Ridge, NJ 07920

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Jeffrey Smith has worked as a Financial Consultant for over 20 years, with the last 6 years at Affinity Investment Services.

His experience hails from many years of working at some of the top investment firms including Salomon Smith Barney and Merrill Lynch. He designs and implements investment strategies tailored to clients' financial goals and risk parameters. Additionally, he helps employers construct and implement 401(k) plans that focus on employee participation and income in retirement.

Jeff earned a Bachelor of Business Administration in Finance from the University of Massachusetts, Amherst, and is a Registered Representative of INVEST Financial Corporation.

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1 Affinity Investment Services Financial Advisors are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Affinity Federal Credit Union, Affinity Investment Services, or other entities named. Products offered are: • Not insured by the NCUA • not a deposit or other obligation of or guaranteed by any credit union • subject to risks including the possible loss of principal amount invested.

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