Stokes Financial Group

Accounting - Orlando, Florida, United States

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James A. Stokes, Jr., CFP® is a Wealth Manager and Shareholder with JAS Financial Group, Inc. (Stokes Financial Group). Jay has over 26 years of experience in the wealth management and financial advisory profession. He is an active member of both the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). Jay works with clients throughout the United States. With an emphasis on retirement planning, he has been able to assist those planning for, or in retirement, with making the right decisions. Using his brand of values-based retirement planning, he leads clients to a prosperous and worry free retirement. With a clear strategy and ongoing monitoring and coaching, Jay's clients have peace of mind knowing their retirement years will truly be the best years of their lives. The success and happiness of his clients provides Jay a high level of professional satisfaction.Stokes Financial Group is a full service wealth management organization and serves as the primary center of influence in the financial freedom of their client's pre and post retirement lives. Stokes Financial Group provides a clear strategy and ongoing monitoring and coaching to provide peace of mind and certainty to their client's futures. The group seeks to exceed their client's expectations in client service, communication, innovation and understanding complex and sophisticated planning alternatives.

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Employees: 1
HQ: +1 407-843-4200
Location: Orlando, Florida, United States
Revenue: 385K
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