The people who work at Remo Financial not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely down-to-earth! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Jeffrey L. Remo, CFP®, CLU®, ChFC®
President and Founder
Jeffrey graduated from West Virginia University in 1988 with a degree in finance and has been in the financial services industry ever since. With more than 30 years of experience, Jeff has served as both a financial services professional as well as supervisor of securities operations for companies, including MetLife and AXA Advisors. Jeff has a loyal clientele, many who have been with him since the beginning. Jeff feels this is mainly due to his follow-through mentality—saying what he is going to do and then actually doing it!
Jeff has his FINRA Series 6, 7, 24, 63, and 65 securities registrations as a registered representative and investment adviser representative of Commonwealth Financial Network®.
Jeff is a native of Pittsburgh, Pennsylvania. He currently resides in Zelionople. His hobbies include reading, motorcycling, cooking, and music appreciation.
Executive Administrative Assistant
Erin has worked with Jeff for the past 16 years, and she is the face and voice of the firm. Her background includes experience as an administrative professional in a pediatrician's office, as well as in a law firm.
Erin has a demonstrated ability to adhere to the highest level of customer satisfaction, and she is always upbeat and willing to do whatever she can in order to get clients' issues resolved.