About Us

Being a leader in the financial services industry means continually striving for the best education for my clients. To keep pace with clients' needs, a continuing dedication to professional alliances and has provided me with access to the top resources for providing cutting edge strategies and enhanced product features there is to offer.

Our client profiles are primarily privately held business owners, corporate executives, mid to high net worth individuals.Through expertise, experience and unparalleled resources, I remain dedicated to providing sound recommendations geared specifically towards the accomplishment of client objectives.

Building and protecting business and personal assets for future generations has never been more important. We do this with sound strategies and financial tools.

The asset of my clients that I value most is their trust.

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Jeffrey Sleeper is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0C92024), FL, MT, OR, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jeffrey Sleeper is licensed and authorized to offer insurance in California, but Jeffrey T. Sleeper Financial Services may not be. For additional information on California licensure status, please click here.

Jeffrey Sleeper is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8947 Ne 36th St, Yarrow Point, WA, 98004, 425-520-5450. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, ID, MT, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jeffrey T. Sleeper Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Jeffrey T. Sleeper Financial Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​