We can’t say enough about the excellent counsel and professional advice we have received from Jay. He has a genuine concern for our family’s welfare, and his caring, thoughtful and innovative approach to our financial planning is what has impressed us most. He has shown us a large portfolio of retirement options which has definitely increased our awareness of new strategies that differ from conventional methods. His quality of service is above and beyond what we’ve experienced with other financial planners in the past. The best part about working with Jay is the personal connection; during our interactions, we have always felt that we were more than just another client. Without reservation, we’ve definitely recommended his services to our close friends and relatives.