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Jeffrey Dragon on Muck Rack

Jeffrey Dragon

(He/Him)
United States
As seen in: The Ritz Herald

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Jeffrey Dragon’s Biography

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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…

Jeffrey Dragon’s Journalist Portfolio

Jeff Dragon Explains How Roth IRA Conversions Can Shield Retirees From Hidden Medicare Costs | Th...

Jeff Dragon Explains How Roth IRA Conversions Can Shield Retirees From Hidden Medicare Costs | Th...

Jeff Dragon, president and financial advisor at North Shore Retirement Advisors in Stoneham, Massachusetts, h…

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Jeff Dragon, Financial Advisor, Identifies Three Tax Traps That Are Quietly Draining Retirement I...

Jeff Dragon, Financial Advisor, Identifies Three Tax Traps That Are Quietly Draining Retirement I...

Jeff Dragon, financial advisor and president of North Shore Retirement Advisors in Stoneham, Massachusetts, h…

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