Financial empowerment


I'm on a mission to help clients navigate the financial services industry effectively. I'm committed to educating clients about money and investments, helping to reduce money-anxiety and empowering clients to take control of their finances. My goal is to help clients to reach their financial goals and to achieve a sense of financial well-being and get the best deal possible from RBC, their banks, and all of their financial service providers.


My work is to help create financial security and peace of mind for individuals and their families. Many clients are worried about the volatility of the markets and the stability and safety of their investments. My vision is to help my clients achieve their retirement goals, and to relieve the financial anxiety which is so prevalent today. I design customized portfolios which are balanced and diverse, while providing an appropriate level of income and growth for your family’s needs. I also do on-going research and I take the time to explain complex financial issues and investment strategies as simply as possible. I work to facilitate financial success and counteract some of the worst aspects of the financial services industry. In this business many financial service firms under-serve investors with too much jargon and too many choices, while others use call centers to offer boilerplate solutions that are dressed-up to look customized. I seek to provide an alternative, offering trustworthy financial planning and investing guidance at a reasonable price. 

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

Attend a workshop

Mr. Ball offers periodic workshops on socially conscious investing, and the emotional side of money and investments. If you are interested in a schedule of upcoming workshops or events please contact Jeff at 732-576-4634 or

Jeff and Toni Ann

Learn more about us.

Specializing in sustainability and social impact investing

My interest in ESG investing dates back to 1988. Learn more about my thoughts on ESG investing in Advisor Magazine.

Let's start the conversation

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Featured Blog:

Optimistic Portfolio Management in Scary Times

Although it’s clear that the coronavirus will impact the economy, history has shown that fear should not drive your investment strategy. Learn more.