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Jeffrey Clements, CRPC®

Jeffrey Clements, CRPC®

Financial Consultant, CUSO Financial Services, L.P. at DFCU

Branch Locations: Dearborn, Riverview, Taylor

Meet Jeffrey Clements, Financial Consultant at DFCU Financial Partners, registered through our broker/dealer CUSO Financial Services, L.P. (CFS).*

Jeffrey developed an intricate knowledge of the investment and securities arena by spending the first 14 years of his professional career working on the trading floor of the Chicago Board of Trade. This experience helped him understand market fluctuations and trends that help him create sound retirement plans for his clients.

As a Chartered Retirement Planning CounselorSM, Jeffrey helps his clients take a proactive approach in utilizing tax efficient strategies in retirement and investment planning. He integrates Social Security strategies and other income sources to chart retirement courses for his clients. Jeffrey employs a long-term approach and closely collaborates with clients to help them meet their retirement goals. 

Jeffrey earned his bachelor’s degree in finance from Michigan State University. He holds his Series 7, 63, 65 FINRA licenses and is registered to sell securities in Michigan and Ohio. He also holds Michigan Life, Health, Property & Casualty Insurance licenses.

Jeffrey enjoys spending time with his wife and young son. He’s active with his church, son’s school and sports.