Mr. LeFeber has been in the financial services industry since 1994. He completed his undergraduate work at the University of Rochester and graduate coursework at Indiana University. In addition to the financial industry, Mr. LeFeber has been involved with Lifespan and the Urban Choice Charter School. He has also been an industry arbitrator for FINRA.
His financial practice is limited to a small number of clients to maintain the highest level of customer attention. Such attention is essential when matching clients with the right financial products and services in a personalized plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
Please Contact Craig for more information on his practice and how it may benefit you and your loved ones.