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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. 

FINLEY FINANCIAL, LLC ("Finley Financial") is an investment advisor registered with the U.S. Securities and Exchange Commission. Finley Financial provides wealth management and investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship, and have been provided a copy of the Finley Financial ADV Part 2A brochure document. The information contained in this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information in this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange traded funds (ETF's), other securities or investment products.

TEL: 503.474-3535 © 2024 FINLEY FINANCIAL, LLC. Registered Investment Advisor.
All Rights Reserved. Client Relationship Summary.

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