We Are “Give-A-Damn” Financial Planners

YOUR NEIGHBORHOOD FINANCIAL GROUP

We Are Blue Jay

We are here to help you with your financial troubles. We are problem solvers and we’re ready to stand with you from now until the rest of time – if you would let us.

WHAT MAKES US DIFFERENT?

We are an RIA like the rest of them, but this is the ONLY thing we are. There are no conflicts of interest with our firm. This makes us different from the rest of them because this means that we aren’t here to sell you product A that gets us more money than product B, but is inconvenient for you. Don’t you hate when people get you like that? It isn’t right, and we are here to make sure that doesn’t happen to you. We want your mind to be at ease when it comes to your finances. Our services cost 1.5% annually on any assets that we manage.

A PERSONABLE GROUP OF INDIVIDUALS

The Blue Jay Financial Group Team

Jason Bernal (419) 785-4525 [email protected]
Jason Demland (419) 785-4525 [email protected]
Zoe Tracy (419) 785-4525 [email protected]

PLANNERS FOR LIFE

Why a Blue Jay?

Have you seen one? Aside from its vibrant coloring and its sometimes annoying noisiness, blue jays are remarkably intelligent birds that save, plan, and protect their families. Both the male and female jaybirds gather materials for building their nest and aggressively protect it and their young. You may have seen the familiar sight of a blue jay chasing and mocking predators like a hawk; this shows the resilience and tenacity of the bird. Amazingly, blue jays collect food and store it for later. The blue jay can hold as many as five acorns in its mouth for transportation and a recent study found a group of six blue jays stored more than 3000 acorns in a single autumn!

Why a blue jay? The blue jay is a planner, it values its family, and is wise with its current resources so that it can flourish in the future. That’s why.

FREE CONSULTATIONS - THEY NEVER HURT!

Schedule a Meeting

We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.