Hello, my name is Jeff Wisuri. I am the founder and President of JWA Financial based in Minneapolis, MN. I specialize in providing planning and guidance for those who are seeking to maintain or create a better lifestyle in retirement while emphasizing safety, guarantees and preservation, as well as growth of my client’s life savings.
When I started my career in 1994, I worked with school administrators. My firm held the endorsement of MASA, the MN school administrator association. I provided comprehensive retirement planning services to MN school districts where I built my reputation under the scrutiny of school officials and teachers, many of whom are still my clients.
Over the past 26 years, I have helped many individuals and couples, at all economic levels enjoy a worry-free retirement knowing that their money is safe, working hard, working smarter, and ready for them when needed. I have also lived through two major downturns in the economy. Those horrible market events led me to concentrate solely on providing “safe money solutions” to my clients. I have also conducted numerous workshops centered around senior retirement planning in the greater Minneapolis/St. Paul area. These workshops centered around the issues retirees face in an ever-changing, sometimes unstable world.
I truly believe that honesty and integrity are the key to building long lasting client relationships. I also believe in educating my clients, enabling them to make informed decisions when it comes to their hard-earned money.
I currently reside in Golden Valley, MN and enjoy spending time with my 11-year-old daughter, listening to the early birds on my morning runs, and caring for our Bengal cats and one feisty mini-Schnauzer. I hope to add value to your retirement planning process and look forward to meeting you soon.
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