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

Jay Richards, CFP®

CFP/Principal

Investment Advisory Group

1343 Main Street, Suite 705-787
Sarasota, FL 34236
(781) 826-1235

General

Jay Richards is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Investment Advisory Group in Sarasota, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: MA, NY, CA, NH
  • Health/disability insurance: MA, NY, CA, NH
  • Fixed annuities: MA, NY, CA, NH
  • Variable annuities: MA, NY, CA, NH

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Retirement, Long-term Care

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Helpful Financial Planning Resources