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This profile was last updated on 4/24/14  and contains information from public web pages and contributions from the ZoomInfo community.
22 Total References
Web References
North Star Financial Consulting [cached]
"I'm calling my clients before they call me," said Jay B. Barclay, a financial adviser with DCS Wealth Advisory Services. "They find a lot of comfort in that, because they just need somebody to talk to and confirm that there's not some magic thing they should be doing."
Barclay said he now spends all of his workday reassuring clients. Before the crisis, that activity took up only about 20 percent of his time.
Most investors are asking strategic questions about how to limit their losses. Generally speaking, local advisers are trying to dissuade their clients from taking dramatic action.
Instead, they said, investors need to focus on their long-term financial goals and maintain a balanced portfolio.
"It's almost like . . . a health scare," Barclay said.
Associates : DCS Wealth, 4 Nov 2012 [cached]
Jay B. Barclay, CFP®
Jay B. Barclay, CFP® : DCS Wealth, 4 Nov 2012 [cached]
Jay B. Barclay, CFP®
Financial Advisor
Phone:(317) 469-1600 Fax:(317) 469-0149 Mobile Phone:Cell (317) 590-6306
Jay B. Barclay, CFP® has been a financial advisor in the Indianapolis area since 1999. After building a successful planning practice with a large, international financial services company, Jay merged his practice with DCS Wealth in 2004.
Jay's experience also includes 18 years in his family-owned mechanical contracting business. This equips Jay with an additional insight into the needs and demands of a privately owned business including succession planning, employee benefits and change of ownership
DCS Wealth, 11 Jan 2011 [cached]
Jay B. Barclay, CFP® DCS Wealth
Jay B. Barclay is a ... [cached]
Jay B. Barclay is a certified financial adviser for DCS Wealth Advisory Services.
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