Focus Financial Network, Inc. -
 

 
Jay Roddy    

124 West Main Street
Waconia, MN 55387
Direct: 952 442-6352
Office:
Fax: 952 442 6313
Toll Free:
   
Email: jroddy@focusfinancial.com
   
Map and driving directions
 
 
 

As a Financial Advisor, Jay has focused on the western suburbs of Waconia, St. Bonifacius, Minnetrista and Mound.  A 1976 graduate of Augsburg College, Jay spent his first 25+ years in the corporate world, principally in Marketing and Business Development.  Upon entering the financial services industry over 5 years ago, he brought a great deal of experience and knowledge.  He has applied that experience through a “big picture” philosophy that is tailored to his client’s needs.

Jay and his family live in St. Bonifacius, MN.  He enjoys coaching hockey, fishing and working in his yard.  He volunteers with community and business organizations including his church, community education/recreation, Business Networking International and the Lake Minnetonka Chamber of Commerce.  He is a current Board Member for the Chamber and President Elect for 2010.
Services

I work closely with my clients to understand their financial circumstances, knowing that each client has their own “unique” set of goals and needs.  I am all too familiar with the fact that people these days are overwhelmed because there is so much information coming at them from a variety of media sources.  My role as a Financial Advisor is to sift out the facts from the unsupported, and ensure they understand the “whole story”.  Then, apply those learning’s to their unique situation.

Specialization & Service:

Financial Planning
         * Individual Investor/Small Business

Retirement Planning
         * Traditional &  Roth IRA’s/401K/403B/SEP/SIMPLE

Insurance
         * Life/Health/Disability/Long-Term Care

Annuities
         * Fixed/Variable

Fixed Income
         * Certificates of Deposit/Corporate Bonds/Tax-Free Municipal Bonds

Equities
         * Stocks/Mutual Fund/ETF’s

College Savings

Estate Planning

I have assembled a team of experienced, reliable and trustworthy professionals that include a CPA and Estate Attorney, who work with me in addressing my client’s tax and legal issues.

< Back to the Advisor Directory
 
l
l


Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered investment advisor.

Click here for state registrations.