Wealth Management & Retirement Services
Jay Wells offers access to a Private Client Group of Wealth Management and Retirement Services to our Credit Union members. Jay is currently registered with TCM Securities, Inc., a member of FINRA/SIPC which allows him to offer securities through TCM.
Our members and their families can now take advantage of a full service financial advisor providing a wide range of Investment and Insurance/Annuity Products.
Our services include:
- Retirement - IRA, Roth IRA, retirement savings plans for individuals as well as businesses.
- Investments - Stocks, bonds/fixed income, mutual funds, annuities, ETF's, preferred stock, UIT's just to name a few. Plus, he has the ability to hold Publix stock.
- Insurance - Life insurance, long term care, Medicare supplements.
- Elder Care/Nursing Home Planning
- Estate Planning
For more information, contact Jay Wells at toll-free 1-800-446-6781.