Jeffrey Bemel has been in the financial services industry since 1994 and has over 26 years of experience providing financial planning and investment expertise to individuals and small business owners.
Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. He is effectively supported by a team of administration, group benefits, and investment products specialists whose teamwork and professionalism help him build long- term relationships with his growing client base and provide excellent customer service.
Jeff is proud recipient of the Five Star Wealth Manager Award from 2010-2020 and was recently invited to join the Million Dollar Round Table. His focus is on education professionals and small business owners.
Jeff is married to his wife Susan and has a daughter Sophia. Away from the business he enjoys restoring classic cars, antiques, traveling and spending time with family and friends.
This Five Star Wealth Manager Award was given on July 2023, remains valid for the year of 2023/2024 and is administered by Crescendo Business Services, LLC (dba five Star Professional). Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award.
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
California Insurance License #: 0C89657
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Falcon Financial Group, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.