Jack Saffran

Jack Saffran, CFP®
Premier Banker

1300 Liberty Road

Eldersburg, MD 21784

About me

Background

Your finances should create opportunities.  At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to empower you on your financial journey.   As a Premier Banker who has been in the financial services industry since 2004, I help my clients take a comprehensive, strategic approach to financial planning, deliver customized holistic product solutions, engage in active relationship management, and provide estate planning and risk management.  My daily goal is to put my clients first, delivering trust through technology and touch.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor Degree in Economics
University of Maryland, Baltimore County

Personal interests

As parents of 3 children, my wife and I enjoy spending time with our kids and coaching multiple sports teams.  We live an active lifestyle and like to travel.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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