Jerry Facey, CFP®, CLU®, ChFC®

CERTIFIED FINANCIAL PLANNER™ professional

Welcome, and thank you for visiting the site.

My mission is to help successful professionals and business owners simplify their financial lives.  Clients start with me and then stay because of the depth of the questions I ask, the quality of work I put forth, and the integrity behind my recommendations. I care about your outcome, and will strive to help you achieve financial success.

If you’ve never met me I hope you’ll get a feel for the quality of services provided and might inquire about a no-obligation initial meeting.  Clients may access their accounts via the ABOUT US tab or use the site as a way to introduce me to someone. I welcome the introduction and am happy to provide a second opinion on what they’re doing with their money. 

Please explore the other tabs to learn more about how I help with financial planning, insurance, investments, and employee benefits. 

 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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Check the background of this financial professional on FINRA's BrokerCheck