Jeff Ballek

Jeff Ballek has dedicated over four decades to helping individuals, families, and business owners build lasting financial confidence. He began his career in the insurance industry before expanding into financial services and wealth management, where he discovered a passion for guiding clients through every stage of life.

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Building on decades of experience, Jeff takes a comprehensive and personalized approach to wealth management, working with a diverse range of clients including retirees, entrepreneurs, corporate professionals, and those in the music and entertainment industry. By creating customized strategies that balance income, expenses, and long-term goals, he helps clients achieve clarity in their financial future. Jeff also collaborates with business owners at every stage of growth—from start-up through succession—providing the structure and guidance needed to support both immediate decisions and long-term visions. Families rely on his expertise to navigate life’s milestones, from planning for a child’s education to securing retirement and passing wealth to future generations, all with confidence and care. Clients value Jeff’s ability to translate complex financial concepts into simple, actionable steps that support long-term success.

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Outside of work, Jeff enjoys traveling, skiing, boating, and music, and shares life with his wife Martha and two children.