Location United States, North America Gender Male Also Known As Jeff Dragon
Website jeffdragon.co/
Jeff Dragon has been a trusted name in financial planning since 1988. Over more than three decades, he has dedicated his career exclusively to helping retirees and pre-retirees in Massachusetts navigate the complex transition from saving to spending.
After gaining experience at top firms including Smith Barney and Merrill Lynch, Jeff founded North
Shore Retirement Advisors to offer independent, client-focused retirement planning. His practice specializes in Roth IRA conversions, Social Security optimization, and tax-efficient income distribution strategies.
Jeff has conducted over 1,200 educational seminars across the greater Boston area, empowering thousands of families with the knowledge they need to make confident financial decisions.
