Although I regularly take time to stay on top of our finances, Jay helped steer us in an even better direction, corrected some misunderstandings, and even helped us increase our life insurance coverage while lowering our premiums. Whether you are highly organized or already know you need help, I would recommend Jay's expertise in helping put you on a better financial course.
Geoff B.... Continue Reading
I have been working with Jay Brecknell since 2002 after my accountant had referred him to me. He has helped us with a number of various needs, mainly the transition from one generation to the next for our company succession plan. I have the utmost respect and trust for Jay based on his integrity and honesty. It has been a pleasure to have him help me both personally and corporately with my financial planning.
Eric B.... Continue Reading
Trustworthy, knowledgeable, supportive. These are adjectives that describe Jay Brecknell. We have known Jay for over 15 years and during that time have we have come to rely on him and his team for financial advice and guidance. We have no regrets. The investment and insurance recommendations received have proven to be solid and very beneficial to us. He is now guiding us from being active owners of a small professional business to full retirement. Not an easy task, but... Continue Reading