Jay is an extremely personable, credible, and honest individual who always puts his clients needs first when presenting financial products and advice. What makes Jay stand above other financial advisors is his integrity. Jay has been extremely understanding and flexible with my financial plan based on all of my life changes. He does things because it makes sense. Jay will take the time to explain the fine detail of every policy so that you feel comfortable with the decision and work relentlessly to earn your trust.
— Jonmichael M. March 08, 2013
Jay made sure that my assets were protected from the market and sometimes from myself. He is a great advisor who looks beyond short term gain of my investments to the long term needs of my family.
— Aaron G. March 01, 2013
Jay has a wonderful personality and can light up a room anywhere he goes. In our business (insurance and financial planning), its nice to have someone who can make you smile while he lays out the financial facts. He is an expert in the money management and insurance arena. Jay is a pleasure to work with and I am happy to have him as a colleague.
— Elliott L. January 19, 2013
Since 2005 when I first met Jay, I was certain we were an excellent fit. He is conscientious, thoughtful, and always goes above and beyond. Most importantly, he has made our family feel secure during these difficult economic times and I expect we will work together for the long haul. I sincerely recommend Jay.
— Mehran K. November 21, 2012
Jay has consistently provided excellent customer service, alternative ideas, and both expert advice with respect to investing and insurance needs. He is a professional in every aspect of the definition, and an extremely personable individual that you can become very comfortable with. He is extremely trustworthy, and will provide unbiased views based on your life goals and risk profile.
— Hartley S. November 18, 2012
Jay is engaging and friendly. He believes in transparency when advising clients about financial matters and he provides his services diligently. He also demonstrates interest in clients and dedication to excellen