Jay is an Investment Advisor Representative and holds the Series 7, 65 & 63 securities registrations. He has been a General Securities Representative since 1994, helping families, municipalities, small businesses, and individuals with retirement and insurance planning needs.
Jay’s experience and education allow him to help clients with Comprehensive Financial Planning including Tax Planning, Education Planning, Insurance, Investment, Retirement, and Estate Planning. He strives to add value to his clients through service and education.
Key Areas of Focus:
- Small Businesses
- Estate & Legacy Planning
- Insurance Planning
- Retirement Planning
