Jeffery D Cortright

President

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Location:

521 Baldwin St, Jenison, MI 49428

Industry:

Financial Services

Work:

Phase 2 Identity Protection Center
President
Harbinger Financial Group Jan 2005 - Sep 2008
Investment Advisor Representative
Phase 2 Investment Advisers Jan 2005 - Sep 2008
President
Cortright & Associates Apr 2002 - Mar 2007
Owner
American Express Financial Advisors Oct 2002 - Jun 2004
Financial Advisor

Education:

Grand Valley State University 1992 - 1996
B.S., Political Science with Advocacy Emphasis Grand Valley State University 1992 - 1996
B.S., History

Skills:

Income Planning
Family Money Management
Financial Planning
Investment Management
Professional Services Coordination
Self Directed Iras
Workplace Education
Public Speaking
Financial Education
Medicare
Long Term Care Insurance
Life Insurance
Disability Insurance
Fixed Annuities
Guaranteed Lifetime Income
Retirement Planning
Income For Life
Individual Health Insurance
Personal Budgeting
Intergenerational Wealth Transfer
Multi Generational Wealth Transfer
College Funding Strategies
Money Management
Iras
Long Term Care
Strategic Financial Planning
Financial Goals
Universal Life
Finance
Term Life Insurance
401K
Financial Advisory
Securities
Investments
Etfs
Asset Allocation
Whole Life
Estate Planning
Retirement
Alternative Investments
Personal Finance
Wealth Accumulation
Mutual Funds
Investment Strategies
Financial Planners
Insurance
Roth Ira
401K Rollovers
Investment Advisory
Wealth Management

Certifications:

Citrms - Certified Identity Theft Risk Management Specialist
Ccrr - Certified Credit Report Reviewer

Jeffery D Cortright

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