Jay B. Barclay,  CFP<sup>&reg;</sup> - Financial Advisor

Jay B. Barclay, CFP®

Financial Advisor

Strategic Financial Planning

9165 Otis Avenue, Ste 108
Indianapolis, IN 46216
FINANCIAL ADVISOR'S WEBSITE
(317) 590-6306

General

Jay Barclay is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Strategic Financial Planning in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IN
  • Health/disability insurance: IN
  • Fixed annuities: IN
  • Variable annuities: IN

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Nontraditional Households

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Helpful Financial Planning Resources