Rfc Jeffrey P. Wilcock

Investment Specialist at United Planners

Jeffrey P. Wilcock, RFC, has over three decades of experience in the financial services industry, currently serving as a Financial Advisor and Retirement Planner at Seros Financial since June 2011 and as an Investment Specialist at United Planners Financial Services since July 2013. Prior to these roles, Jeffrey P. Wilcock was the President and Owner of Alliance Financial Group, Inc. from April 2001 to June 2011, and the President and Owner of Wilcock Financial Services Inc. from May 1990 to April 2001.

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