Jay Dolan, CFPĀ® - St. Petersburg Val Ge: My dad had his account with Jay and company nearly 20 years until his death.
I moved my IRA to Jay in 2012. Like my dad always said, āGreat guy - honest and professionalā - which I totally agree with. Itās why i moved my financial business there so long ago and still do business with them today!
A rare gem in financial services and i have recommended him over the years to a number of my personal friends.
Val