When searching for help to solve a problem or provide guidance, you generally search for someone with diverse knowledge and experience, whether it be a Doctor, a Mechanic or a Financial Advisor. Jeff Orlando brings all of that and more. As a Financial Advisor who also happens to be a small business owner and a father, Jeff can relate to all of the challenges that his clients may be facing at different stages in their life.
By understanding the pain points that may occur while traveling life’s path, Jeff is committed to helping Individuals, Families and Business Owners avoid those pitfalls on their road to financial independence.
His process begins by getting to know his clients, learning what their needs, goals, and aspirations are. After doing an in depth analysis of their current financial situation, Jeff is then able to present his clients with a holistic financial strategy that helps them to achieve those needs, goals and aspirations without negatively affecting their way of life.
During his free time, Jeff enjoys traveling, playing golf and spending time with his four children.
As a Registered Representative and Investment Advisory Representative of HTK, Jeff is FINRA Series 7, 66, and Life, Accident & Health or Sickness, Variable Life & Annuity licensed in North Carolina.