About Jeanne Moir
Serving clients as a trusted financial professional, my goal is to provide personalized planning services through the use of innovative and time-tested processes to help build wealth, protect existing assets, minimize tax exposure, increase financial flexibility, and provide my clients with a source of funds that can be used to address present and future needs and desires.
I have over 20 years of experience in the insurance and investment industry, specializing in client development and management. My process helps to create security and prosperity for both individuals and business owners by providing guidance, accountability and execution of the financial strategies.
I am Life and Health insurance licensed in NY, NJ and PA and hold my Series 7 and Series 66 investment licenses. As a Financial Representative of Guardian, I am an authorized user of Living Balance Sheet.
I believe in giving back to the community. I have served as a board member of Play 2 Win which runs an annual touch football tournament, The Turkey Bowl. This event has raised over $250,000 supporting local charities which grant wishes for chronically and terminally ill children and their families.
My husband, Dave and I have been married over 19 years and have two children, David and Julia and reside in Jackson, NJ.