Jay Financial Group, Inc.

Dreams with Direction

Financial planner in Littleton, CO (show on map)

5.0

★★★★★

3 reviews

Littleton, Colorado boutique investment advisory firm established in 1997, offering investment planning, financial planning, insurance, and estate planning services through Commonwealth Financial Network.

Call (303) 260-7494

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About

Jay Financial Group is an established, boutique financial services firm committed to being there for clients regardless of market conditions. Founded in 1997, they have provided financial advice to more than a thousand investors.

They are dedicated to bringing direction to people's dreams for their future by getting to know their clients and their families and building trusting relationships. They offer investments (bonds, stocks, mutual funds, IRAs), financial planning (retirement plans, tax plans, 401(k), 403(b), college plans, estate plans), and insurance (life, long-term-care, disability income). Services are offered through Commonwealth Financial Network, Member FINRA/SIPC.

Since 1997 — over 25 years serving investors

Boutique firm with personalized service

Fiduciary Standard — client needs first

More than 1,000 investors served

FINRA member through Commonwealth Financial Network

Face-to-face planning approach

Services

Investment Planning

Comprehensive investment planning services including bonds, common stock, mutual funds, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.

Bonds Common Stock Mutual Funds Educational IRA Traditional IRA Roth IRA SEP IRA SIMPLE IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity

Financial Planning

Comprehensive financial planning including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans

Insurance Services

Insurance products including life insurance, long-term-care insurance, and disability income insurance offered through CES Insurance Agency.

Life Insurance Long-Term-Care Insurance Disability Income Insurance

Market Updates and Research

Regular market commentary and investment research including weekly Market Navigator, monthly Navigator reports, and market thoughts videos.

Weekly Market Navigator Monthly Navigator Market Thoughts Video Market Update Articles

Credentials & Certifications

FINRA Member — Commonwealth Financial Network

SIPC Protected

Reviews

Rating

★★★★★

Reviews

"I chose Jay Financial because I felt very very safe in their hands."

Frequently Asked Questions

What is Jay Financial Group? +

Jay Financial Group is a boutique investment advisory firm established in 1997, committed to helping clients achieve financial independence. They offer investment planning, financial planning, insurance, and estate planning services through Commonwealth Financial Network, Member FINRA/SIPC.

What services does Jay Financial Group offer? +

Jay Financial Group offers investment services (bonds, stocks, mutual funds, IRAs, brokerage accounts, treasury securities, variable annuities), financial planning (retirement plans, tax plans, 401(k), 403(b), college plans, estate plans), and insurance (life, long-term-care, disability income).

Where is Jay Financial Group located? +

Jay Financial Group is located at 5601 South Broadway Boulevard, Suite 404, Littleton, CO 80121. Phone: 303-260-7494, Toll-Free: 888-745-2283, Fax: 303-260-7495.

How long has Jay Financial Group been in business? +

Jay Financial Group was established in 1997 and has been providing financial advice to more than a thousand investors for over 25 years.

What is the firm's approach to financial planning? +

Jay Financial Group welcomes the Fiduciary Standard and puts client needs first. They meet face-to-face with clients to discover financial planning priorities, find and implement practical solutions that fit client lifestyles, and monitor progress while keeping clients informed of market changes.

Who are the team members at Jay Financial Group? +

The team includes Charlotte Jay (Financial Advisor), David Jay (Financial Associate), Beth Humphreys (Chief Operating Officer), and Tiffany Viduya (Administrative Assistant).