Jeffrey Bogart

Jeffrey Bogart

Jeffrey is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and manage investments.

  • About Jeffrey
  • Questions & Answers

Advisor Details

Contact Advisor
Company
President at Sila Wealh Advisory
Address
5900 Landerbrook Dr #201
Mayfield Hts OH, 44124
Phone
(855) 757-7452
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About Jeffrey

I make the complex simple. My firm creates real financial plans for real people. Because no one fits into a box.

Live in the house of your dreams...Send your kids to college without going into major debt...Keep your lifestyle when you retire. I want to know my clients' hopes and dreams. For me, this means getting to know my clients beyond their money. I want to know not only how you might envision your financial future, but what you desire for your personal future as well. For over 25 years now, my services have been designed around this philosophy. It's simply about living the life you want to live, not the life you hav...

Education

  • BA, Educational Psychology, Ohio University

Certifications

Registrations
Insurance License
  • OH: #16784

Typical Clients & Fee Structure

Typical Clients

Executives
Women
Doctors/physicians

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.

Disclaimer

Jeffrey A Bogart, not Sila Wealth Advisory, is the Registered Investment Advisor