Jay Broeg, CFP®
Wealth Management Advisor


InTandem Financial

  • Office 717-257-4976
  • Mobile 717-805-2776

Testimonials

"We have enjoyed working with Jay and his staff in our retirement planning.  He has become a good friend and is very helpful, knowledgeable and efficient.  We highly recommend him!"

H. Paul Shurtz and Ann D. Shurtz, Retired Director at Cadek Conservatory of Music, University of Tennessee at Chattanooga; Owner of Ann Shurtz Piano Studio

"My wife, Sallie, and I were introduced to Jay Broeg many years ago by referral of friends from church.  As an attorney I had worked with other financial planners in the past and, frankly, had not been impressed.  Jay's first meeting with my wife and I was certainly his test to impress my skepticism.

After discussion with Jay about his experience, knowledge, personal beliefs and ethics, my wife and I become clients in 2009 and have remained with Broeg Wealth Management Group ever since.  In addition, being small business owners of Christian Lawyer Solutions, LLC, we have entrusted Jay with helping us lay out not only our risk-management, but also retirement plans for both our personal and business assets.

Broeg Wealth Management Group has always risen to the challenge of my tough expectations and despite having been grilled on several issues Jay continues to smile and take personal interest in the well-being of my wife and I, as well as our business."

Mark and Sallie Allshouse, Attorney and Owners of Christian Lawyer Solutions, LLC

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck