Jeffrey A. Segal
CFP®, AIF®, CLTC
Sr. Wealth Management Advisor
Jeffrey’s career in financial services spans over 30 years (since 1988), over 20 of which have been spent establishing and growing his own company (founded in 1999). Aside from holding his Series 6, 7, 63 and 65 securities licenses, Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® designee(AIF®), and a Certified Long-Term Care (CLTC) consultant.
Originally from Massachusetts, Jeffrey currently lives in Glastonbury, Connecticut with his wife Jennifer, and their two children, Alexis and Sam. His hobbies include traveling, hiking, golfing, automobile racing, and playing tennis. He is a Chief Instructor with the Audi NEQ Club and never turns down an opportunity to help others.
What does Agency Wealth Partners do really well as a company and for its clients?
We take great pride and joy in providing wealth management and advice to our clients in all facets of their lives. Working with a financial planner can sometimes be intimidating – putting your trust in someone to help manage your wealth and financial life; we get it. Taking care of you and all things financial; that’s what makes us stand out.
We believe in developing a level of trust that goes way beyond a client advisor relationship. We think of you as a friend and family, first and foremost. If my mother needed financial advice, I would want someone to take care of her; ensure her financial goals and needs are covered and that she has someone to talk to when necessary. We approach all client relationships as if they were members of our own family. It’s all about helping our clients; to take care of them and all their financial needs, all the steps they need to know, so they can enjoy life, enjoy their retirement and not have to worry about this stuff! We want clients to know they can feel comfortable to leave it to us as a trusted service professional. That’s what we do. And what we do really well.
Do you have a personal or professional motto?
I have a couple: ‘Live life with balance’ is one. We only get to be on this earth for a short time and there is so much to do, see, and experience; So work with passion so that you can play and enjoy with passion. Another is: ‘What you perceive and believe is what you achieve.’ Without visualizing what ’it’ looks like, you will likely not achieve ’it’.
How did you get started, and what have you learned over the years?
My Dad owned a few ladies clothing stores while I was growing up. It was funny to see but a great experience for a 10-year old to be hanging new inventory, ringing the register, and helping the ladies’ cash out and bagging their clothes. It was there that I learned the motto that ’The Customer is King’, or ’Queen’ in Dad’s stores.
My first real job was working at Dunkin [Doughnuts] in Canton, Massachusetts. Every morning I would do whatever was needed to get the business of the day running smoothly. Making the honey dip for the doughnuts, serving the coffee to customers, mopping floors, cleaning bathrooms. Whatever it took. It was hard work, but I loved it, because interacting and seeing happy customers made me happy as well.
I built my career on client relationships and on that work ethic. It takes a lot of hours and hard work to build a company. A lot of failures and challenges before seeing successes. I have used the lessons I learned early in the service industry to help me build a success today.
In your opinion what are the top things to consider when working with a wealth advisor?
I’d say consider if the advisor has independence. Meaning, they offer independent and objective advice on financial matters to their clients and recommend suitable financial products from the entirety of the market. What is their knowledge base and level of experience in the industry? What is their product mix of assets and investments, and do they believe in a consultative approach to the client advisor relationship? Do they have a team of advisors and staff that are there and will help you with almost anything that you can need?
Why did you decide to do the work you are doing now?
Growing up, I saw that my parents did not plan their finances well. My Dad owned small ladies clothing stores in Connecticut, Massachusetts, and Rhode Island and somehow still struggled with the financial aspect of balancing it all. Seeing that made me want to help and make sure that doesn’t happen to other people. Pure and simple.
What is your favorite outside-of-work activity?
My favorite outside of work activity is racing cars. I love the challenge of the precision, coupled with the speed. I race a BMW M3. When I’m not on the racetrack, I love to play tennis, go for a hike, play a round of golf, or listen to classic rock, especially Led Zeppelin and the Dave Matthews Band.