Jay Financial is an independent financial advisory firm based in Armonk, New York. Founded by Jay S. Cohen, who has been in the industry since 1982, the firm focuses on providing personalized financial guidance to individuals and families. Their mission is to help clients build, manage, and preserve their wealth by developing customized financial strategies. Services encompass investment management, retirement planning, insurance solutions, and estate planning, emphasizing a client-centric and independent approach. Securities are offered through Kestra Investment Services, LLC.

Founded in

United Kingdom