Jeffrey M. Garton

Financial Planner

I started with Fidelity Investments back in 1995.  From there I proceeded to make my own way as a business owner and financial advisor with John Hancock in 1998 until I moved over to MassMutual in December of 2003, where I remained until October of 2021 when I joined Lincoln Financial Securities.  My areas of specialization are in asset management, financial planning, life insurance, & disability income insurance.  My objective is to:

  • Help clients accomplish their goals
  • Educate my clients as to different products and how they can be of advantage to them in their situation
  • Recommend solutions that fit your needs
  • Perform annual reviews with my clients to assess any changes that have taken place in their lives and how that may affect their current plan
  • Monitor your financial progress
  • Make investments and financial planning easier to understand
Phone 972.837.0871
Fax 972.408.0830