About Jeff

Jeff Ostheim, President of Ostheim FINANCIAL GROUP, INC., has lived in the Greenville/Spartanburg area for over 30 years. Jeff is originally from Fort Lauderdale, Florida. After living in Savannah and Durham, the Ostheim family settled in Spartanburg  during the summer of 1974.  After graduating from Dorman High School, Jeff attended USC-Spartanburg to study engineering.  He then transferred to Principia College in Illinois where he received a BA degree in Business Administration.

Jeff has over 20 years in the financial services industry.  His experience began in the early eighties as he assisted in the family business of accounting and small business management.  In 2001, after having been with the firms of Washington Square Securities and NYLIFE Securities, Jeff decided he could better serve his clients as an independent representative.

His informational seminars have been attended by people from all walks of life. In addition, he has been invited to attend nationally recognized meetings of advisors, also attended by notable speakers such as Rudolf Giulliani, Bill Bradley, and former President George H. Bush.

Jeff believes that each investor is unique, and no single investment account is right for everyone.  He believes that it is essential to have a wide array of investment consulting tools at his disposal in order to help his clients. 

Jeff is qualified and licensed to offer many financial instruments.  He is registered to offer securities in the states of North Carolina, South Carolina, Georgia and Tennessee.  He is also licensed as an insurance agent in these states as well as in Florida. Jeff is a member of the Better Business Bureau.   He is a registered representative of INVEST Financial Corporation.

Jeff resides in Moore, SC, with his wife, Susan, and their two children, Matthew and Rachael.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck