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Jeffrey Garell, CFP®, CLU

Silversage Advisors

19200 Von Karman Ave
Suite 370
Irvine, CA 92612-8560
Phone: (949) 223-5175
Fax: (949) 223-5183

Toll-free: (888) 969-7500

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: My best clients are future-oriented people who desire to collaborate with an honest advisor for their financial affairs

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.