Jay Slouffman

Background

About Jay Slouffman

As a financial advisor, I enjoy the opportunity to partner with individual investors and business owners on creating and implementing wealth management strategies that work toward specific goals. Starting with the initial visit, I will ask several questions to insure that I fully understand my clients' needs and objectives towards achieving their goals. Whether it's planning for retirement, wealth management, estate planning, or trying to protect the financial future from the unexpected, we work with you to develop strategies to achieve them. This review can include developing a strategy to coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists/Agents to execute needed actions. Being in the financial services industry for over 15 years, I have found that my clients appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making these important decisions. Securities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.