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We offer financial advisory services nationwide

With advice based on your goals and needs, we work hard to build trusted ongoing relationships.

It starts with a warm and open conversation

We're here to help you navigate your financial journey and provide personalized advice that will help you meet your goals.

In a complimentary consultation, we'll discuss:

  • What your financial problems are

  • How we can solve your financial problems

  • How to secure your financial future

  • Retired parents with son

    You deserve a better and worry free future

    Our team will help you figure out how you can secure your future. After the consultation, you will feel more optimistic about your life.

    It's time for you to stop stressing and finally take controler over your finances forerver. Talk to us right now.

    Schedule your free 1-on-1 consultation

    Our team will help you figure out how you can secure your future. After the consultation, you will feel more optimistic about your life.

    Let's talk

    Our Services

    Our company provides multiple services to help your financial situation now and in the future. At Jeffers Financial Services, we are committed to providing our clients with the knowledge and resources to establish and achieve their personal and professional financial goals. Whether it's tax-free retirement, business succession planning, asset accumulation, or more, we're here to help. Upon review of your current financial position, future goals and lifestyle, your JFS agent will assist you in using insurance, fixed annuity, and other products to design a strong financial portfolio to help achieve your goals and protect what you value most.

    Wills and Trusts

    Maximize your wealth transfer and preserve your assets for future generations with strategic estate planning solutions.

    Retirement Income Planning

    Create a personalized strategy tailored to your financial goals and secure your retirement years with sustainable income streams.

    Business Planning

    Unlock the full potential of your business with expert business planning strategies that provide stability and growth opportunities.

    Life Insurance

    Provide for your family beyond your lifetime. Allow them to maintain the home, assets, and lifestyle you worked so hard for them to enjoy.


    Take advantage of all that is available to you and your family through Medicare Part C and supplements that give you options you may not know exist.

    Risk Mitigation

    Mitigate financial risks and protect your wealth through comprehensive risk management strategies tailored to your unique situation.

    Wealth Management

    Experience comprehensive wealth management services that align with your financial ambitions and empower you to achieve true wealth and financial freedom.

    How it works

    The process is simple so you don't have to worry about anything


    We start with warm and friendly conversation understanding your needs and goals.

    Custom Plan

    We develop a detailed action plan on how to improve your financial situation starting today.


    Our developed plan needs to be implemeneted as soon as possible to see the results.

    Let's talk

    Success Story

    ''Years ago I got into massive debt and couldn't figure out how I was going to ever retire. I thought I would work until I croak. My friend recommeneded that I need help from professionals, so I decided to seek a credible company that could help me. I found Jeffers Financial Services. Now, I'm debt free and livin' la vida loca!''

    Ema Gene Watkinson - Chicago, Illinois

    Our team

    We are professional financial advisors ready to serve you

    Jah Ranu Menab

    Jah Ranu earned an MBA from one of the highest-ranked US business colleges and has over twenty-five years of management experience. He directs all operations of our company

    Claudia Jeffers

    President and CEO

    Claudia is a financial strategist, author, and speaker with over 14 years of experience in the financial sector. Her personalized strategies empower clients to achieve their financial goals.

    Kamalah Akhia Sakhet

    Kamalah is a 17-year professional and entrepreneur. She supports all operations of our company.

    Let's talk

    About our company

    Our company is located in Kissimmee, Florida and has been operating for over twenty years. We have helped hundreds of people with their finances and they trust us.

    If you are ready to solve your financial problems, please contact us right now before it's too late!

    Ready to take control over your finances starting today?

    Schedule a 1-on-1 meeting with us by filling out the form below and one of our advisors will reach out to you.

    We respect your privacy. Your information is 100% safe with us.

    Catch Us In-Person on the


    Meet the team! Participate in our live workshops and seminars as we share financial literacy and wealth-building strategies throughout the United States. 

    Find Us Here

    Invite Me To Speak At Your Next Event! 

    Book Me Now!

    Your personal financial advisor throughout the United States.

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