Jeffrey Ratner brings a wealth of experience and knowledge to Ratner Wealth Management, LLC. With an MBA and a deep understanding of financial planning, Jeffrey is dedicated to providing personalized wealth management options that help clients achieve their financial goals. His strategic approach involves comprehensive financial management, retirement planning, risk management, business strategies, and estate planning. Jeffrey's commitment to building long-term relationships based on trust, transparency, and mutual respect. He believes in empowering clients with the knowledge and confidence to navigate their financial journeys, safeguarding their future and enriching their lives.

Sarah Perry is an integral part of Ratner Wealth Management, LLC, offering exceptional support and service to our clients. She has a rich background in the insurance world and is excited to be delving into the world of financial management.