LPL Financial

About

Our Family Taking Care of Yours!

Story

Jay is an Investment Consultant and Branch Manager with LPL Financial, the nation’s largest independent broker/dealer.* He works closely with families throughout the South Shore and Cape Cod, acting as their “Family CFO” and seeking to take care of them with the same passion and support that he would use for his own family. He specializes in retirement and estate planning and has over 26 years of experience in the financial services industry.

Jay works diligently and listens intently to help crystallize his clients’ financial goals. He then develops a comprehensive plan to help pursue these goals. With careful research and prudent best industry knowledge, he frequently monitors the plan to make mid-course corrections when necessary. Because of this planning-driven approach, long-term relationships are the cornerstone of his practice.

Jay’s approach is a good match for individuals who desire a well-conceived financial plan stressing long-term, value-oriented investing supported by tax and estate planning strategies.
No strategy assures success or protects against loss.

* As reported in Financial Planning magazine 1996-2011, based on total revenues.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (www.FINRA.org) / SIPC (www.SIPC.org)
"Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."

For a list of states in which I am/we are registered to do business, please visit www.jayirving.com

Mission

"To inspire our clients to make informed decisions through communication, education, and service that exceeds their expectations."