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2016-07-14T00:00:00.000Z

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Wrong Jay Barclay?

Jay B. Barclay

Certified Financial Planner

Strategic Financial Planning , Inc.

HQ Phone: (972) 403-1234

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Strategic Financial Planning , Inc.

6513 Preston Rd. Suite 100

Plano, Texas 75024

United States

Company Description

Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions. We str ... more

Find other employees at this company (9)

Background Information

Employment History

Sales Manager

Barclay Truck Rebuilders Inc

Networker

Business Network

Sales and Management

Barclay-Holland, Inc.

Affiliations

Financial Advisor
Strategic Financial Planning , Inc.

Member
Meridian Street United Methodist Church

Financial Advisor
CFPÂ

Financial Advisor
DCS Wealth Advisory Services LLC

Financial Advisor
AXA Advisors LLC

Web References (24 Total References)


Central Indiana - ChapterDetails - BNI Fortune Chapter

www.bni-indiana.com [cached]

Jay B. Barclay Strategic Financial Planning Financial > Financial Advisor 317 377-0540


DCS Wealth

www.dcswealth.com [cached]

Jay B. Barclay, CFP®, Financial Advisor


Associates : DCS Wealth

www.dcswealth.com [cached]

Jay B. Barclay, CFP®


Jay B. Barclay, CFP® : DCS Wealth

www.dcswealth.com [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

www.dcswealth.com [cached]

Jay B. Barclay, CFP® DCS Wealth

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