Blue Jay Financial Group
509 4th Street, Defiance, OH 43512
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Blue Jay Financial Group is a finance institution located at 509 4th Street, Defiance, Ohio, United States. We believe that everyone deserves a financial plan and our mission is to provide hope and clarity to our clients. As fee-only financial planners and fiduciaries, we always prioritize the best interest of our clients. We offer wealth management, subscription services, and hourly financial planning help to everyone, regardless of their investment amount.
Our wealth management service is designed for those with complex planning needs, such as retirement planning, managing an inheritance, tax reduction, and more. We take a comprehensive approach with a financial plan at the core, driving our recommendations and strategies for clients. We are passionate about helping people plan for retirement, financial independence, and creating wealth to give back.
We charge a flat percentage of 1.5% annually on all invested assets, paid directly from the accounts. Our goal is to help clients identify their goals and create actionable plans with clear steps. We use the Elements app to empower clients and track their financial health.
The blue jay symbolizes our values as a company - intelligence, resilience, and planning for the future. Just like the blue jay collects and stores food for later, we help our clients plan and protect their financial future. Let us help you achieve your financial goals and flourish in the future.
Reviews
"We have received far more than financial direction from this kind and generous group. We also appreciate that they are always well-informed, professional, and responsive."
"Blue Jay Financial provides top notch services for financial planning. We are so grateful for Jason Bernal and his team's guidance in helping us manage and plan for our financial future. Their personable, relatable and fun demeanor make our experience all the better. We are so thankful for the service that they provide! -Brandon and Toni Schindler"
"The team at Blue Jay is great! They will help you make great financial decisions and always have your best interests at heart. No pushy, slimy investor stereotypes here!"
"I grew up believing financial planning was only for the rich; the rest of us just scraped by and hoped for the best in a future unknown. BUT, we went to Blue Jay for some wisdom as a newly married couple needing help creating a plan to get out of debt and they treated us no differently than I imagine they would treat a multi-million dollar client. I cannot recommend their courteous, thoughtful, and incredibly helpful services highly enough!"
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