About Us
Jeffrey S. McCreery, CLU®, ChFC®
District Manager
Domicile State: OH
Phone: 330-259-0594 ext. 1100
Fax: 330-259-0595
E-mail: JMcCreery@financialguide.com
Valley Financial Designs is a satellite office of Financial Designs, Inc. operating out of Boardman, OH.
Jeff entered the Financial Planning field in 1990 after graduating from Youngstown State University with a Bachelors Degree in Business Administration. Jeff has concentrated on working with families and business owners helping them to achieve their financial goals with a focus on Wealth Management, Insurance Protection, Business and Estate Planning.
As a District Manager and Registered Principal, Jeff’s primary charge is growing the Youngstown presence of Valley Financial Designs through recruiting and developing new and experienced Financial Planners.
Jeff is a Trustee of the Mahoning and Shenango Valley Estate Planning Council, Vice President of Town One Streetscapes, Trustee of “Celebrate Poland” Fourth of July Committee and active in the Poland Community Baseball Association and Poland Youth Soccer League.
Jeff lives in Poland with his wife Sandie and three sons Cameron, Shane and Reed.
Qualifications/Designations/Registrations:
Youngstown State University, BSBA Business Administration
Chartered Life Underwriter, CLU® – American College, Bryan Mawr, PA
Chartered Financial Consultant, ChFC® – American College, Bryn Mawr, PA
FINRA Series 24, Registered Principal
FINRA Series 7, General Securities Representative
FINRA Series 6, Investment Company and Variable Contracts
Securities Licensed in Ohio
Insurance Licensed in Ohio
Investment Advisor Representative
Jeffrey S. McCreery is a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Supervisory Office: 11 Stanwix Street Suite 1200 Pittsburgh PA 15222 (412) 562-1600.
CRN201302-144332