Jay Richards, Cfp® Email and Phone Number
Jay Richards, Cfp® work email
- Valid
- Valid
- Valid
Jay Richards, Cfp® personal email
Jay Richards, Cfp® phone numbers
WHOM DO WE SERVE?At Investment Advisory Group (IAG), I advise small business owners, individuals and families. Many of the families I work with our multi-generational families with individuals facing life transitions such as marriage, divorce, or loss of a spouse or job. Based on the wide array of clients, there can never be a "one size fits all" approach. So, I spend a great deal of time just listening…and then I ask questions. I want to learn about your goals, dreams, current needs, worries for the future and decisions that have been made to date. Once I know you and your situation in greater detail, we will begin to strategize to see which puzzle pieces might fit, and which might belong to a different picture altogether! EXPERIENCED, KNOWLEDGEABLE, INTERESTED, OBJECTIVEIf these adjectives describe the relationship you want with your financial advisor, we should talk. At Investment Advisory Group, we stand beside our clients, offering independent action. We are right there with you every step of the way. We will provide you with a full range of financial planning that takes into account every aspect of your life. You’ll receive ongoing, proactive and interactive communication. We will share with you the information you'll need to decide what steps to take to help protect what you've earned and to help provide for your future.Registered Representative of and securities offered through Cetera Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Investment Advisory Group. Investment Advisory Group, LLC is not affiliated with Cetera Advisors, LLC. Investment Advisory Group, LLC is a registered investment advisor. Investment Advisory Group provides investment advisory and related services for clients nationally. Investment Advisory Group will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.iagadvisors.com
Investment Advisory Group, Llc
View-
Managing PartnerInvestment Advisory Group, Llc 1990 - PresentHanover, MassachusettsAs Managing Partner and Chief Compliance Officer of Investment Advisory Group (IAG), I’ve been advising successful businesses, individuals and families for over 30 years. In addition to my work at IAG, I’m a member of the Financial Planning Association, and a past contributor to many periodicals and radio shows where I have shared my views on financial planning and investing.My perspective as a Certified Financial Planner® is to look at the whole life picture for clients to best understand their goals and their decisions to date, and then create a path that fits their particular needs and objectives. I hold several General Securities registrations including the Series 7, the Series 63 and the Series 65. Additionally, I hold a Massachusetts Individual Insurance Broker’s License to help clients directly with their insurance needs.After spending many years working with clients at a large institutional investment firm, I decided helping clients with an independent focus not tied to specific products or services was a key component of making good financial decisions. That independence helps me work with clients and create portfolios and financial plans around our clients’ specific needs.The Investment Advisory Group, LLC Advantage:-Independent, objective financial advice -Experienced portfolio management -Portfolio reviews -Personal service -SIPC protection through Cetera Advisors, LLC and Fidelity Investments-Certified Financial PlannersRegistered Representative of and securities offered through Cetera Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Investment Advisory Group. Investment Advisory Group, LLC is not affiliated with Cetera Advisors, LLC. Cetera Advisors, LLC is a member of the Securities Investment Protection Corporation (SIPC). Securities in your account protected up to $500,000. For details please see http:/www.sipc.org.Investment Advisory Group, LLC51 Mill Street, D101Hanover, MA 02339
Jay Richards, Cfp® Skills
Jay Richards, Cfp® Education Details
-
Hofstra UniversityFinance
Frequently Asked Questions about Jay Richards, Cfp®
What company does Jay Richards, Cfp® work for?
Jay Richards, Cfp® works for Investment Advisory Group, Llc
What is Jay Richards, Cfp®'s role at the current company?
Jay Richards, Cfp®'s current role is Financial Planning & Asset Management--Helping clients assemble their financial puzzle & make smart financial decisions..
What is Jay Richards, Cfp®'s email address?
Jay Richards, Cfp®'s email address is ja****@****fin.com
What is Jay Richards, Cfp®'s direct phone number?
Jay Richards, Cfp®'s direct phone number is +178182*****
What schools did Jay Richards, Cfp® attend?
Jay Richards, Cfp® attended Hofstra University.
What skills is Jay Richards, Cfp® known for?
Jay Richards, Cfp® has skills like Investments, Strategic Financial Planning, Portfolio Management, Investment Advisory, Insurance, Asset Management, Wealth Management, Financial Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial