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Jeff Dorfman

CFP®, ChFC®, AIF®

Managing Director

Jeff Dorfman

CFP®, ChFC®, AIF®

Recent Posts

  • Month-in-Review: September 2022 October 5, 2022
  • Back to school: It is time for a retirement re-education? September 29, 2022
  • Kickstart Your Family Financial Plan in 5 Steps September 27, 2022
  • Avoiding healthcare expense mistakes in retirement Women and Money: Avoiding Healthcare Expense Mistakes in Retirement September 8, 2022

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CONTACT US

6201 College Boulevard, Suite #150
Overland Park, KS 66211

Phone: 800-493-6226
Fax: 913-491-3214
[email protected]

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Disclosure Information

Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services (“PCS”), Member FINRA / SIPC, and any related communication on this website is strictly intended for individuals residing in the states of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. PCIA and PCS are separate entities and are not affiliated. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.

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