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Blue Jay Financial Group, LLC

EST. AUM
$113,455,676

CONTACTS
2

CLIENT ACCOUNTS
676

Firm Details

Metro area Toledo
CRD Number 296467
Website bluejayfg.com
Client types

Overview

Blue Jay Financial Group is an independent, fee-only financial advisory firm and registered investment adviser based in Defiance, Ohio that provides comprehensive wealth management, retirement planning, investment guidance, and personalized financial planning to individuals with a range of needs and goals. The firm emphasizes fiduciary responsibility and tailored strategies to help clients navigate retirement decisions, investment choices, tax considerations, and life-stage financial challenges while charging advisory fees rather than commissions. It offers services through traditional wealth management engagements as well as subscription and hourly planning options, aiming to support clients at different points in their financial journeys.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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