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    Jeffrey Kurtz

    ChFC®, CLU®

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    Pennwood Financial Group - Main Office
    4905 Tilghman Street, Suite 200 Allentown, PA 18104-9130
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    About Jeffrey

    Jeffrey R. Kurtz, has more than 34 years of business and financial management experience. Jeff was promoted to the Managing Director role in 1987. Under his leadership, the Pennwood Financial Group has consistently been among the Regional, Zone, and Company leaders. 

    Jeff received his Bachelor of Arts degree from Rider University in 1980 and he holds both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

    Jeff lives in Coplay, PA, with his wife Ann, where they enjoy their family and a variety of outdoor activities.

    • Rider University, B.A.
    • Chartered Financial Consultant (ChFC®)
    • Management America’s Council, 1 Time
    • Management Leaders Conference, 18 Times
    • Chartered Life Underwriter (CLU®)

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Jeffrey Kurtz CLU®, ChFC® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 4905 Tilghman Street, Suite 200, Allentown, PA 18104-9130, Tel: (610) 398-0100

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Pennsylvania

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming

    Jeffrey Kurtz CLU®, ChFC®, Allentown, PA

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