The Jeffrey Group Email Formats

Investment, Funds and Trusts • 104 S Main Street, Suite 848, United States • 1-10 Employees

The Jeffrey Group Email Formats

The Jeffrey Group uses 1 email format. The most common is {first name} (e.g., john@thejeffrey.group), used 100% of the time.

Format	Example	Percentage
{first name}	john@thejeffrey.group	100%

Key Contact at The Jeffrey Group

Lucy Martinez

CEO

Company overview

Headquarters	104 S Main Street, Suite 848, Greenville, South Carolina 29605, US
Phone number	+17049065025
Website	thejeffrey.group
Keywords	Investment Advice, Real Estate Investing, Retirement Planning, Financial Planning, Alternative Investments, Investment Strategy
Founded	2024
Employees	1-10
Socials

About The Jeffrey Group

The Jeffrey Group unites the best traditional investment advice with diversified strategic assets to deliver comprehensive portfolios that achieve your income stream goals in retirement. Developing Strategies to Achieve Financial Harmony The Jeffrey Group defines “financial harmony” as having a balanced and well-coordinated financial plan that ensures stability and peace of mind leading up to and throughout retirement. It suggests that various financial elements—savings, investments, and income streams—work together without stress or conflict. Our approach is rooted in the belief that achieving financial harmony requires more than just traditional investment strategies. We combine expert investment advice with a diverse range of strategic assets to create customized portfolios designed to secure and grow your income during retirement. Securities and Investment Advisory Services offered through Fortress Private Ledger, LLC. Member FINRA/SIPC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

The Jeffrey Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

The Jeffrey Group has never raised funding before.

Frequently asked questions

The Jeffrey Group is located in 104 S Main Street, Suite 848, US.

You can reach The Jeffrey Group at +17049065025.

The Jeffrey Group was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

The Jeffrey Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Jeffrey Group

Lucy Martinez

CEO

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