Jay Financial Group, Inc

Jay Financial Group, Inc

David Jay

Littleton, CO

5.0

Responds within hours
23 years in business
3 employees

Like & Share

Other popular services

We are full service retirement planners

Services

Financial Services And Planning


Location

Littleton, CO 80120

Email verified

Teaching Area

ReviewsBack to Top

  • Andrew & Suzanne Newell

    Jackie Fancourt has been a Financial Advisor to myself and my wife Suzanne for over ten years. I find Jackie accurate, conscientious and always willing. Knowledge of the matters for which we place trust in her, has always proven to be of sound judgement and complete credibility. Jackie works in a warm and happy way, always bright and cheery whilst fully explaining her activities and intentions in a clear and understanding way. She is always pleased to assist, responding in a prompt and timely manner. I am more than happy to say I would be delighted to recommend Jackie’s services for professional financial advice.

Write a Review

Do you like what you see?

Q & A

What is your typical process for working with a new customer?

The very first thing we do is sit down with a prospect and see if we can work together


What education and/or training do you have that relates to your work?

Twenty years experience


Do you have a standard pricing system for your services? If so, please share the details here.

We typically manage accounts for 1%


How did you get started in this business?

We built it twenty years ago with hard work and long hours.


What types of customers have you worked with?

All Type of people


Describe a recent event you are fond of.

We had a clent appreciation suite at a recent Rockies game.


What advice would you give a customer looking to hire a company in your area of expertise?

Ask for explainations until you understand what you are being told.


What questions should customers think through before talking to companies about their needs?

Time and Risk