I met Jeff in 2003 and he’s been a tremendous help to me with my life insurance, investments, and long-term care insurance needs over the years. My husband died unexpectedly, and Jeff was there for me as an advisor and my friend. His planning has made all the difference in my quality of life and transition to retirement.
— Elizabeth A. Cates, PhD, Psychologist
Over two decades ago, I began working with Jeff Irle, a specialist in financial planning for physicians. Despite limited discretionary funds as a young surgeon with educational debts and a growing family, protecting them from unforeseen circumstances was my priority. Jeff's expertise proved invaluable as he guided me through setting up disability and life insurance. He meticulously reviewed my existing policies to prevent duplication.
Over the years, Jeff has provided ongoing support, periodically updating and refining my coverage to suit evolving circumstances. Recently, his insights helped identify opportunities for cost savings without compromising coverage. I've shared his advice with colleagues and recommend his services wholeheartedly. I'm deeply grateful for his expertise and support. My wife is aware of our arrangements, knowing that Jeff can be reached in case of need.
— Ed Lin, DO, MBA, Surgeon
My association with Standard Equity dates back to the 1980's when I collaborated with Chuck Irle, the agency's founder. Following Chuck's retirement, my relationship seamlessly transitioned to his son, Jeff. Over the last 20 years, Jeff has provided invaluable guidance, and he is now helping my four children. I place complete trust in Jeff and am profoundly grateful for his unwavering guidance throughout our journey together.
— George M. Marovich
Jeff has been my insurance and financial advisor since I started my law firm more than 30 years ago. He has faithfully steered me through good times and rough times, assisting with retirement planning, disability, life and long-term care insurance, and investment advice. Jeff is well-connected and introduced me to estate attorneys, CPA’s, appraisers, contractors, real estate professionals and more to help me even when there was no economic benefit for him. He has a steadfast commitment to my success. And now I am so happy that he is helping my daughter who is in medical school! Jeff is intelligent, generous with his time and expertise, and a pleasure to work with.
— Josie A. Alexander
The testimonials presented are made by individuals who are clients of Standard Equity and are applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success.