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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Jeffrey Utterback

Jeffrey Utterback

Investment Advisor Representative

Office: 419-720-6060
Fax: 419-720-6070
E-mail:
 

Jeffrey Utterback is a native of the Toledo and Cleveland area.  He resides in Sylvania with his wife, Gretchann and three children, Lexi, Alec and Abby.  Jeff is a graduate of the University of Toledo.

Jeff has been a Financial Advisor for 14 years and has worked in the 403B space as well as The Huntington Investment Company and Citizens Securities, joining Strategic Wealth Management in 2018.  His goals align with that of the firm as he loves helping clients achieve their financial dreams and protecting family legacies.

In his spare time, Jeff enjoys Boating, equine activities, outdoor activities and spending time with his family.  He is an avid Cleveland sports fan and is always happy to partake in anything related to Browns, Cavaliers and Indians.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck