Our Experienced Professional Have Helped People Just Like You!
At Jaffe Tilchin, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We Can Help You Address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We Also Can Answer Your Questions, Including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
John Troncoso, CFP®, CPWA®, CRPC®
CEO, Partner, Investment Advisor Representative
813-968-3249
john@jaffetilchin.com
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M. Scott Jones, CLU®
Chief Compliance Officer, Registered Principal, Partner
813-960-0374
scott@jaffetilchin.com
Marc Ardizzone
Director of Operations, Investment Advisor Representative, Partner
813-969-4512
marc@jaffetilchin.com
Allison Roper
Director of Operations, Investment Advisor Representative, Partner
813-963-2500
allison@jaffetilchin.com
Amanda Tilchin, CPA®
Investment Advisor Representative, Partner
813-544-8498
atilchin@jaffetilchin.com
