Testimonials

Wisdom, knowledge, and experience are the traits of Jay Brown, an expert at financial planning and solving financial problems. This combined with his pleasant demeanor and integrity, makes him an excellent resource. I feel very comfortable with Jay, and he has the competence that comes from many years of education and research.
-R. McDuff


Jay can be trusted with every aspect of your financial life. He cares about people, and he will follow-up on any matter in a timely fashion. He explains concepts so that they are easy to understand. So, I would say it is the trust factor, along with his genuine regard for everyone he meets, that are evident. I have been very satisfied with Jay, and I would not hesitate to hire him again. Very professional!
-C. Clemons.

 

I have had the pleasure of working with Jay for many years. His service is outstanding, and he has always had my best interests in mind. I get a sense that his clients are family; he even has had client appreciation events, giving out complimentary holiday pies…it is a bit ‘old fashioned’, though everyone loves it!
-M. Harris