Clients

Testimonials

Sarah B, PharmD

“I was just out of pharmacy school when I was introduced to Jay. After explaining my financial situation to him, he helped me put me on a path to meeting my short, midterm, and long-term goals. Through this process he taught me ways to consolidate my sizable student loan debt and still be able to save money for my first home. He also explained my exposure in what I thought was a "great" group Disability Policy from my employer and provided a supplemental solution that allowed me security without hurting my ability to buy a home in 3 years. I have always felt like trust and honesty have been at the foundation of our relationship.I get the sense that Jay genuinely listens to my financial aspirations and has those values in mind when he is developing a strategy.”

William B, Owner

“As a business owner, I get hundreds of people wanting to "just talk" to me about a myriad of different services. When Jay called me, he immediately made me laugh, which was a nice change. He proceeded to let me know that I was a referral from another franchise owner. He and his team had a solution to one of my greatest struggles as a business owner, employee retention. After getting some more information, I decided to go more in depth with him on other ideas he had for business owners. I was profoundly impressed by the ideas they presented. They ranged from life insurance in long-term care to retirement and estate strategies, however, they all worked together to meet my goals for my family and the financial legacy I will leave. Whenever I need him, he always makes time for me. You can tell he truly values his clients and their well-being. I highly recommend "just talking" with Jay Ellington, it may just change your entire financial picture.”

Brendan J.

“I can wholly recommend Jay Ellington to you as a financial planner, but more than that, as a solid individual and faithful friend! Over the years Jay has been diligent to follow-up with me and help me anticipate the needs that I, my wife, and four kids may have in the future. He patiently explained that life insurance and disability plans, although minor inconveniences now with their monthly obligations, would be worth their weight in gold if the need ever arose. I was recently diagnosed with Stage IV Lung Cancer at 31 with a young family. The seemingly “pointless” disability plan from years ago is now a ‘God-send’ that is allowing me to stay at home with those that matter most and focus full-time on getting healthy! He was there all throughout the diagnosis, visiting me in the hospital, and helping me enact the plan that we had wisely put into place. I could NEVER have foreseen this years ago as Jay helped me prepare for life’s hurdles. As I sit here today I am beyond thankful for his wisdom and persistence! Thanks for all you’ve done Jay, love you brother!”

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Testimonials

Sarah B, PharmD

William B, Owner

Brendan J.

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