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Western and Southern Life  

6100 Oak Tree Blvd., Ste. 390 - Independence, OH 44131

Jeffrey Moats - 216-654-1998  

Financial Representative

My Expertise
I provide advice and financial counseling for middle and high income individuals and families concerning wealth preservation, retirement planning, and wealth accumulation. My expertise further lends itself to assisting small businesses such as Sole Proprietors, Partnerships and Limited Liability Corporations with complex financial planning matters such as key person protection, business succession planning, and owner/employee benefits.

Services
Insurance - Annuities
Insurance - Health - Disability
Insurance - Long Term Care
Insurance Consultants & Advisors
Life Insurance - Business
and more...

Years Experience
21

Degrees
Juris Doctorate Bachelor of Arts
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