Jay

Mendela

CRPC™, RFC®

picture of a planner

Here to act in your best interests

About me

As an experienced financial planner, I take great pride in helping my clients create effective financial plans and strategies so they can achieve their financial, investment and retirement goals. My time away from work is spent with my wife and three children hiking, playing soccer and pursuing my interest in photography. Also, I grew up in Poland and speak fluent Polish.

Certifications

Chartered Retirement Planning Counselor™

Registered Financial Consultant

Education

Bachelor of Arts, Communication Arts - St. Mary's College

Master of Arts, Telecommunication - Michigan State University

Visit one of our Locations

Detroit V - Troy

201 West Big Beaver Road, The Columbia Center

Suite 950

Troy, MI 48084

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?