Jurg Graf
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Office: 203-221-5229

285 Riverside Ave
Ste 200
Westport, CT 06880-4806

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Professional

Jurg Graf has 20-plus years experience in the financial services industry.  During a successful career with a world-renown Swiss institution, first as Private Banker and then as Relationship Manager in the Investment Banking Division, Jurg Graf gained a broad perspective for clients' needs and expectations.

Jurg Graf lived abroad for several years and managed business development for a number of countries.  This opportunity enabled Jurg Graf to learn different cultures and languages.

Helping clients attain their financial security is Jurg Graf 's mantra! In addition to working with citizens, he also deals with the complexities in providing financial services to non-citizens who live in the United States.  These issues are often unknown, misunderstood and typically require rigorous consideration.  Jurg Graf 's personal experience uniquely qualifies him to work in this area.

Jurg Graf looks forward to working with you to help you and your loved ones attain financial security.  Jurg Graf 's office is located in Westport, CT, and he covers the greater Metropolitan area from New York City to New Jersey, New York and Connecticut.  Integrity and commitment to deliver excellence is the backbone of Jurg Graf 's work.

 

Associations and Memberships

 

Former member of the Stamford Chamber of Commerce
NAIFA - National Association of Insurance and Financial Advisors
Million Dollar Round Table, Qualifying Member, 2005
SRN - Senior Resource Network of Fairfield County

Roundtable Member of the World Affairs Forum in Stamford