Jeffrey K. Gantz,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey K. Gantz, CFP®

CLU®

BSH Financial Services, LLC

8335 Allison Pointe Trail, Suite 110
Indianapolis, IN 46250
FINANCIAL ADVISOR'S WEBSITE
(317) 577-9000 CONNECT WITH Jeffrey
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General

Jeffrey Gantz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BSH Financial Services, LLC in Indianapolis, IN and the surrounding communities.

Financial Advisor Overview

I will provide a free, no obligation consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. BSH Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Certified Financial Planner Board of Standards, Inc. Owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's inital and ongoing certification requirements.


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources