Jay Cleary Email & Phone Number

We design and manage life insurance portfolios for affluent families in the ongoing context of their estate plan. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, Member FINRA / SIPC. Bridge Life, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success. CA Insurance License #0C91394

Listed skills include Estate Planning, Bridge, Wealth, Wealth Management, and 1 others.