American Financial Services (a division of American Savings, FSB) offers investment, estate, business, and financial planning services through Money Concepts International. There is no charge for consultations and we will visit with you at any of our convenient locations. Contact Jay to make your appointment today.
More about Jay:
As your financial advisor, my job is to
assess the many investment choices available and recommend those that are
most appropriate for your goals and asset allocation strategy.
● Retirement Planning: 401(k), 403(b), SEP,
Profit Sharing, Simple IRA, Roth IRA
Annuities - fixed and variable
My priority is to provide clients with the knowledge and education necessary to make good financial decisions. It's about managing the realities of today with a focus on your goals for tomorrow.
With a banking and investment career that began when Gerald R. Ford was
President, I've helped guide clients through three decades of economic
expansions, contractions and even a bit of stag-flation. My financial
service background ranges from managing sales in a multi-state territory to
implementing asset allocation programs for
Professional Qualifications and Registrations:
● Series 6, 7, 63 and 66 Securities Licenses
Areas of Focus:
● Investment Advice
I enjoy spending time with my wife and three teenage children. In the winter we enjoy skiing, in the summer we enjoy mountain biking, and throughout the year I serve at our local church on the music ministry team.
All securities through
Money Concepts Capital Corp.,
Investments not FDIC
insured ● May lose value