Brecek and Young Financial Services is a full service financial services firm that provides individuals with creative solutions to financial challenges in their personal and professional lives. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.
We are here to educate you about the basic concepts of financial management and to help you learn more about who we are. We hope you take advantage of this resource and visit us often. We work face-to-face with individuals and families to provide a wide range of financial planning services. We review each client's situation on an individual basis to determine the depth of their financial planning needs.
We are here to educate you about the basic concepts of financial management and to help you learn more about who we are. We hope you take advantage of this resource and visit us often. We work face-to-face with individuals and families to provide a wide range of financial planning services. We review each client's situation on an individual basis to determine the depth of their financial planning needs.
Services
We are a full-service financial business committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe in identifing your financial goals and developing strategies designed to work towards them and address your investing needs.
Jay started his life on the East Coast near Philadelphia. After graduating from Archbishop Wood High School for Boys, he attended and graduated from Xavier University. Jay decided to live in the Cincinnati area and accepted a career position with the Prudential Insurance Company. Ten years later, he came to a crossroads in his career planning and chose to take the path of a Financial Planner.
I-71/I-75 North: When crossing the Brent Spence Bridge, stay in the right hand lanes and follow the signs for the 2nd Street Exit. Exit on 2nd street, stay in the left two lanes until Main Street. Make a left onto Main. Make another left onto 3rd street and you can park directly on 3rd street for up to two hours.
From 1992 through 2011 the S&P averaged 7.81% per year while the average equity investor realized returns of only 3.49%. Add a manager to your retirement account. Over 60,000 401(k) plans allow participants to add management to their retirement accounts. Please take a moment to review the attached presentation to see what management can do for you.
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