About Us |
|
Jay C. Angeline | LUTCF
Jay has been a Financial Service Professional for over 32 wonderful years. He started his career with Prudential Insurance then transitioned to an Independent Financial Advisor and owner of JP Financial Services. He received the Professional Designation of LUTCF in 1989 – Life Underwriter Training Council Fellow. Jay continues his annual education requirements.
JP Financial Services is a full-service investment and Insurance Agency. They are experts in retirement and pension planning as well as income distribution. Jay works with his clients on life insurance, annuities, property & casualty, business insurance, and other consultation services. They look forward to helping their clients every day. |
|
|
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
We Love To Meet New People!
Contact Us
|
MAIN OFFICE
145 Powder Mill Road Rector, PA 15677 |
|
EMAIL
jay@lhtot.com |
|
CALL US
(724) 593-2102 |
|
|
JP Financial Services is located approximately 45 miles southeast of Pittsburgh, Pennsylvania in the beautiful Laurel Highlands. The area is rich in tradition and culture and the people are simply the best. My home/office is nestled between two, world class ski resorts areas. It is an ideal location for outdoor sporting of all types and just a wonderful place to work and play.
|
