Broker Check

Pottstown Office

758 East High Street

Pottstown, PA 19464
Jeff Melchior, CPA

Jeff Melchior, CPA

Financial Specialist

Licenses and Certifications

  • Certified Public Accountant
  • Life and health Insurance Agent
  • Series 6 Investment Company Products/Variable Contracts
  • Series 63 Uniform Securities Agent State Law Examination


Education

  • Bachelor of Science – Kutztown University
  • Graduated December 1988


Professional History

  • Independence Planning Group (2004-present)
  • Craig J. Schafer and Company (1995 – 2010)
  • Deloitte & Touche (1988 – 1994)


Past and Present Professional Organizations and Committees

  • American Institute of Certified Public Accountants
  • Estate Planning Council of the Lehigh Valley
  • National Association of Insurance and Financial Advisors
  • Pennsylvania Institute of Certified Public Accountants

Registered Representative of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0H70781. Not practicing CPA for Guardian or its subsidiaries or affiliates.