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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 (8)

Background Information

Employment History

Sales Manager

Barclay Truck Rebuilders Inc


Business Network

Sales and Management

Barclay-Holland, Inc.


Financial Advisor
Strategic Financial Planning , Inc.

Financial Advisor
DCS Wealth Advisory Services LLC

Financial Advisor
AXA Advisors LLC

Meridian Street United Methodist Church

Financial Advisor

Web References (23 Total References)

Central Indiana - ChapterDetails - BNI Fortune Chapter [cached]

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

DCS Wealth [cached]

Jay B. Barclay, CFP®, Financial Advisor

Associates : DCS Wealth [cached]

Jay B. Barclay, CFP®

Jay B. Barclay, CFP® : DCS Wealth [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 [cached]

Jay B. Barclay, CFP® DCS Wealth

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