For more than 20 years, Jay Foley has been serving clients in the financial industry. As President of MaxGuard Wealth and a Wall Street veteran, Jay started his own firm so he could make a difference in people’s lives, informing them about the products that best suit their needs and committing to always working in their best interests.
Jay focuses on mitigating risk and helping provide guaranteed income for life for his clients. Jay feels a strong desire to be of service to his clients and wants his integrity to be visible in every aspect of what he does. Jay holds his Series 65 securities license as well as his life and health insurance licenses.
Jay’s dedicated, personalized service throughout the planning process makes him stand out from the competition. He always does the right thing, even when it’s not the easiest thing, and feels great pride when he can design innovative strategies for his clients that will give them confidence in their plans.
Jay Foley
President of MaxGuard Wealth
300 Carnegie Center Dr Suite 150
Princeton, NJ 08540
[email protected]
(617) 960-7640
https://www.maxguardwealth.com/
MaxGuard Wealth and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under MaxGuard Wealth. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.
Licensed Insurance Professional. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.
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