Jay ๐ฅ Blanchard Email and Phone Number
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I love learning about my clients' businesses, I am in a unique position where I get to work with so many different companies and find what people do and create incredibly interesting.As a Wealth Manager at DtaxMe.com, I help Senior Corporate Professionals reduce their #1 expense TAXES by optimizing an investment saving and withdrawal strategy that reduces lifetime tax liability using our proven tax minimization processYou will be paying hundreds of thousands if not millions in taxes over your lifetime or upon death....The #1 threat to your wealth and your legacy is TAXES!I know that burns your chaps and I'm here to help you.The government confiscates your money for 2 primary reasons#1 Your lack of understanding or education on how future cashflow will increase your taxes #2 Your lack of a strategic plan with yearly tactical adjustmentsPerhaps you never had the chance to find a trusted authority in the Wealth management space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, Iโm very proud to say that thanks to the expertise and work done as a Wealth Manager at DtaxMe.com, I can help you with things like:โ a proactive strategic plan to decrease your taxes.โ strategic in a way that it is based on a projection of what you will accumulate. It needs to be tactically executed every year to reduce that lifetime and legacy tax liability.โ In fact with the tech reshuffle that is happening this may be the best time to take advantage of relatively lower tax rates.To learn more about how we can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below:โ 716-568-8568โ jblanchard@pbsrep.comwww.dtaxme.comWealth management | Tax reduction | Senior ExecutivesSecurities offered through Peak Brokerage Services, LLC, Member FINRA/ SIPC. Advisory services offered through Independent Solutions Wealth Management, a Registered Investment Advisor. Independent Solutions Wealth Management and The Financial Guys, LLC are separate and independent entities from Peak Brokerage Services, LLC. This material and/or opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual or entity.
The Financial Guys
View- Website:
- thefinancialguys.com
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Senior Vice President | Wealth Manager | Retirement Planning And Financial Planning SpecialistThe Financial GuysBuffalo, Ny, Us
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Senior Vice President | Wealth Manager | Retirement Planning & Financial Planning SpecialistThe Financial Guys Feb 2007 - PresentWilliamsville, Ny, UsWe help families and business owners achieve their financial goals by providing personalized plans to fit their needs and wants. No two people are the same, so cookie cutter retirement plans just wonโt work. Weโll build a plan that works for YOU. WHAT MAKES US DIFFERENT: The Financial Guys is an independent firm. That means we are not owned by or influenced by any insurance company, bank, or investment company. Our arsenal of products and services gives us access to almost all investment, insurance and wealth management products and companies. Our sole bias resides on the side of the client โ to bring appropriate solutions to that client and their family no matter what company they come from.HOW IT WORKS: Your first no obligation appointment with the firm includes an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward, we would ask to you complete some homework so we can learn more about you, your family, and your companyโs current financial situation. From there, we can assist you in developing a financial road map to where you want to go.WHY IT WORKS: When you partner with The Financial Guys you get the most efficient and effective financial planning services that family-focused individuals and small business owners are looking for. By addressing your needs and wants first, we can develop a roadmap specific to your financial journey and give you realistic and clear expectations. My specialties include Financial Planning, Wealth Management, Retirement Planning, Investment Services, Taxes, Health Insurance, Employee Benefits, Estate Planning, Recession Planning, College Savings, 401K, IRA, Roth IRA, Mutual Funds, Veterans Aid Benefits, Diversification, Stock Selection, Asset Management.To learn more, or to schedule a complimentary review session, please email jblanchard@pbsrep.com or call (716) 633-1515.
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Founder & CeoWealth To Women Jan 2012 - PresentWilliamsville, Ny, UsI help women from all walks of life achieve their retirement goals and financial security by providing personalized financial plans to accommodate their needs and wants. WHAT MAKES US DIFFERENT: We inspire women to feel empowered, grow their wealth, and gain financial freedom. We take the time to educate our clients about their investments, so they have a better understanding of where their money is going and a clear picture of their vibrant financial future. Our personal, 1-on-1 approach ensures that your plan works for YOU and what YOU want in life. I had been in the financial industry for quite some time before I developed Wealth to Women. It was the result of many requests and the obvious need, as I could see women were not getting the help and information they were looking for. I designed this program to be educational and meet women at their unique level of sophisticationโwhether that is just getting started or highly accomplished. Our goal is to nourish your roots of knowledge and help you grow a strong financial plan that you understand and have confidence in. Learn more at www.wealthtowomen.comAre you ready to learn more or schedule a complimentary review session? Please email me at jblanchard@pbsrep.com or call 716-633-1515 -
CeoDtaxme Oct 2014 - PresentTax Advisory referral network. Participates in a network of CPAs that proactively manage taxes.
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General Manager Of Sales, Strategic Alliance Director, Crm ManagerMetlife/ New England Financial Jan 2003 - Feb 2007New York, Ny, UsLed and guided over 70 representatives statewide in delivering exceptional wealth management to clients -
Estate Strategist, Insurance Sales, Asset ProtectionTexas Planning Associates Jan 2001 - Jan 2003
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Commercial And Government Sales, Department Of Defense Marketing ConsultantIt Consultant Aug 2000 - Dec 2000
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OwnerSole Proprietorship Jan 1993 - Mar 2000Marketing, Management, Finance, Sales, Regional Director, Training: Western states division sales manager for US franchise operation
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Space Operations OfficerUnited States Air Force Jan 1985 - Jan 1992Randolph Afb, Tx, Us
Jay ๐ฅ Blanchard Skills
Jay ๐ฅ Blanchard Education Details
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The Ohio State UniversityAviation/Airway Management And Operations -
College For Financial PlanningCourses In Financial Planning
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The Ohio State UniversityAviation/Airway Management And Operations
Frequently Asked Questions about Jay ๐ฅ Blanchard
What company does Jay ๐ฅ Blanchard work for?
Jay ๐ฅ Blanchard works for The Financial Guys
What is Jay ๐ฅ Blanchard's role at the current company?
Jay ๐ฅ Blanchard's current role is Senior Vice President | Wealth Manager | Retirement Planning and Financial Planning Specialist.
What is Jay ๐ฅ Blanchard's email address?
Jay ๐ฅ Blanchard's email address is ja****@****orp.com
What is Jay ๐ฅ Blanchard's direct phone number?
Jay ๐ฅ Blanchard's direct phone number is +171635*****
What schools did Jay ๐ฅ Blanchard attend?
Jay ๐ฅ Blanchard attended The Ohio State University, College For Financial Planning, The Ohio State University.
What are some of Jay ๐ฅ Blanchard's interests?
Jay ๐ฅ Blanchard has interest in Llc And Independent Solutions, Llc, Llc A Registered Investment Advisor, Member Finra, The Financial Guys, Llc As To Its Accuracy Or Completeness.
What skills is Jay ๐ฅ Blanchard known for?
Jay ๐ฅ Blanchard has skills like Wealth Management Services, Tax Advisory, Investment Advisory, Wealth Accumulation, Holistic Financial Planning, Financial Planning, Leadership, Wealth Preservation Planning, Management, Sales Management, Sales, Customer Service.
Who are Jay ๐ฅ Blanchard's colleagues?
Jay ๐ฅ Blanchard's colleagues are Jack Haxton, Murissa Joachimi, Michael R. Shaver Cfpยฎ Cca, Ron Waskow, Joseph Schrutt Crpsยฎ, Elizabeth Clason, Brian Janak.
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