Business Information
Jay, a seasoned Wealth Advisor, offers comprehensive financial planning services aimed at optimizing wealth accumulation and preservation for his clients. With nearly 15 years of experience in financial services and an additional 20 years in management, he brings valuable insight to the group.

Previously, Jay managed his own practice at a financial agency, focusing on personal and commercial lines insurance, annuities, and investment products. He takes pride in delivering personalized guidance and support to his clients throughout their financial journeys.

Opening Times
Mon Closed, Tue-Fri 8am-5pm, Sat-Sun Closed

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