Jeff Marshalok, B.A, Rrc, Qafp
About Jeff Marshalok, B.A, Rrc, Qafp
Jeff Marshalok is a Division Director at IG Wealth Management, where he has worked for over 28 years. He specializes in building long-term client relationships and offers financial guidance in investments, retirement, mortgage, estate, tax, and insurance planning.
Work at IG Wealth Management
Jeff Marshalok has been with IG Wealth Management for over 28 years, having started in March 1995. He currently holds the position of Division Director, where he plays a significant role in the organization. His work involves building long-term relationships with clients, assisting them in exploring various financial options tailored to different life stages.
Education and Expertise
Jeff Marshalok studied at The University of North Dakota from 1988 to 1993, completing a Bachelor of Arts degree. His educational background supports his expertise in financial planning, which encompasses six key areas: Investments, Retirement, Mortgage, Estate, Tax, and Insurance Planning.
Background
Jeff Marshalok has dedicated his career to financial services, specifically at IG Wealth Management. His tenure of nearly three decades reflects his commitment to the field and his ability to adapt to the evolving financial landscape. His focus on client relationships underscores his approach to financial guidance.
Achievements
As Division Director at IG Wealth Management, Jeff Marshalok has contributed to the growth and success of the firm. His long-standing career and focus on client-centric financial planning demonstrate his dedication to helping individuals navigate their financial journeys.