Jay  Neary,  CFP<sup>&reg;</sup> - Financial Advisor

Jay Neary, CFP®

SVA Wealth Management

18650 W Corporate Dr, St 200
Milwaukee, WI 53045
(262) 923-5185 CONNECT WITH Jay
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General

Jay Neary is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SVA Wealth Management in Milwaukee, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Senior Adviser (CSA), CLTC

Insurance Licenses

  • Life insurance: Wisconsin
  • Health/disability insurance: Wisconsin

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues

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