ABOUT JAY

Practice & Experience

Jay entered the financial services industry in his late 20’s.  He received training from a large firm that was one of the pioneers in financial planning.  He became an independent investment professional in the late 1990’s in order to provide unbiased  financial planning  with the freedom he determined was necessary to fully serve clients. 

Financial
Planning

Finley Financial works with individuals and families during all stages of life as they manage their finances. 

WHY FINLEY FINANCIAL

Retirement Planning

The firm specializes in goal based retirement planning with a focus on flexibility and education.

Investment Management

Finley Financial utilizes investments from the best and largest investment firms in the world to build customized individualized portfolios. 

CONTACT

Interested in a Consultation? 

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 All Rights Reserved. Client Relationship Summary.

TEL: 503.474-3535