Blue Jay Financial Group
We don't like conflicts of interest. We prefer to sit on the same side of the table as our clients. That's why we don't use proprietary products. That's why we have an independent business structure. That's why we charge a flat fee.
We do like managing investments. That's why we have our own custom model portfolios you won't get anywhere else. That's why we control the actual investments in our client's portfolios.
We do like people and we like helping people. That's why it costs nothing to meet with us. That's why we help with budgeting. That's why we provide full financial plans and retirement plans to our clients at no extra charge.
Schedule a meeting now.