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Jay BaldwinFinancial Representative 2400 Lakeview Parkway, Suite 450
Phone: (678)297-4056
Business Philosophy Without the motivation of a competent, financial professional, most people may not sufficiently plan for their future, including protecting their family and business.
Partnering with our firm’s professionals, I develop comprehensive financial strategies for my clients, providing both personal and business solutions. We create a personalized, written “financial forecast” for each client, addressing key issues such as retirement planning, proper asset allocation, risk analysis to ensure financial protection in the event of health issues, disability, or premature death.
I provide my clients with proactive, personalized advice and access to best in class investment and risk management tools. Conducting periodic review meetings is critical in ensuring that your financial strategy is aligned with your personal goals.
Personal
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New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities. Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor. |
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