Hello,
Welcome to my website! I’m Jerry Coy, a licensed financial services advisor with a deep passion for working with Arizona’s middle-class families. I believe that financial guidance should be accessible to everyone, regardless of their wealth or background.
Having personally experienced the joys and challenges of raising a family, including adopting four foster kids, I understand the importance of financial stability and protection for your loved ones. My mission is to empower families like yours to achieve their financial goals and secure a brighter future.
As a navy veteran, I have a special affinity for helping military families and veterans. I recognize the sacrifices made by those who have served our country, and I’m committed to providing tailored financial solutions to meet their unique needs.
My approach starts with a comprehensive Financial Needs Analysis, where we assess your current financial situation and develop a personalized household budget. Together, we create a practical get-out-of-debt schedule, laying the foundation for financial freedom.
I strongly believe in the value of life insurance as a crucial component of any financial plan. By carefully analyzing your family’s needs and circumstances, I help you select the right life insurance policies to protect your dependents and provide peace of mind.
One of the things that sets me apart is my commitment to transparency and fairness. I prioritize helping people achieve their financial goals without burdening them with overpriced fees. I strive to ensure that you receive the highest level of service and guidance at a reasonable cost.
I invite you to explore my website and learn more about the comprehensive financial services I offer. Whether you’re just starting your financial journey or looking to enhance your current plan, I am here to provide the guidance, support, and expertise you need.
Thank you for considering me as your trusted financial advisor. Let’s embark on this journey together and build a solid financial foundation for you and your loved ones.
Additionally, I am excited to announce that I am actively building a dynamic sales team and looking for talented individuals to join me. If you have a passion for helping others, a drive for success, and a desire to make a meaningful impact in people’s lives, I would love to connect with you. As part of my team, you will have the opportunity to learn and grow in the financial services industry. No prior experience is necessary; I am committed to providing comprehensive training and support to help you become a licensed financial services advisor. Join me on this rewarding journey of making a difference in the lives of families and individuals while building a successful career. If you’re ready to take the next step, reach out to me today and let’s discuss how you can be a part of our team.
Jerry Coy
Licensed Financial Services Advisor