Jeff Talarico, CKA®

Financial Advisor / Owner

Talarico and Associates

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Jeff works as a financial professional in the following areas

Biblical Responsible Investing (BRI),Charitable Giving,Debt Management,Employee and Employer Plan Benefits,Financial Planning,Insurance Planning,Investment Management,Legacy Planning,Life Planning,Long-Term Care,Retirement Planning,Social Security Planning

Clients rely on Jeff for his expertise in

Financial Advisor,Financial Planner,Insurance,Portfolio Manager,Registered Representative

for, "The earth is the Lord's, and everything in it." – 1 Corinthians 10:26

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Meet Jeff Talarico

Helping clients since 2007

About Talarico and Associates

In business since 2012

Spending time with my wife Caryn is on the top of my priority list. We’ve been together since our freshman year of college and that was a long time ago. I truly have been blessed to grow up with my best friend. We have two wonderful daughters, Caitlyn and Rebekah who both graduated from Texas Tech University – ‘Gun’s Up!’ Caitlyn is marred to Matthew and Rebekah is married to James. So far, we have one grandchild, a little girl named Mary Harper, who really does have this ‘Jefe’ wrapped around her finger.

I am an active member in my community where I serve and have served on many non-profit boards. I enjoy playing golf, senior league softball (old guys and gals), performing on stage at one of our local community theaters and occasionally behind the pulpit on Sunday mornings. If there is anything you want to know about me, just ask.

Jeff is Licensed in Arizona,Colorado,Louisiana,Michigan,New Mexico,Ohio,Texas Jeff has been an NACFC Member since 2020

We believe that integrity, loyalty and compassion are three of the values that drive our firm. We believe integrity is doing what is right even when nobody is looking. We believe that being loyal to our clients and putting them first will help both them and us achieve our goals. Finally, we believe that having compassion for one another is the underlying factor that brings all of this together. Financial planning is a vital part of our relationship. The more a client can share about themselves the better we can serve them and their family as we help them discover 'their true financial purpose'.

Talarico and Associates 2210 BANDERA HWY Suite H KERRVILLE, TX 78028

Office Phone: 830.315.6533 Direct: 8303156533

Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m

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