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

Jay Richards, CFP®

CFP/Principal

Investment Advisory Group

51 Mill St, Bldg D, Ste 101
Hanover, MA 02339-1641
(781) 910-8203

General

Jay Richards is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investment Advisory Group in Hanover, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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