Jay Financial Group, Inc

Jay Financial Group, Inc

5.0 (1)
3 employees
27 years in business

About this pro

We are full service retirement planners

Read more about this pro


Littleton, CO 80120
Email verified

1 Review


  • Andrew N.

    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.


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

Services offered