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Jay Patel - Raymond James
- Financial Services
- Wheaton, IL
About this business
Monetta Financial Services is the investment advisor to the Monetta Family of Mutual Funds and is based in Wheaton, Ill. It sponsors a college saving program that includes college tuition rewards and credits, student scholarships, financial literacy program and incentive-driven college savings plan. It has a contract with Sage Scholars to offer tuition rewards to all Monetta Fund shareholders that are enroll in the tuition rewards program through Monetta's Web site. Monetta Family of Mutual Funds offers a wide range of mutua... read more
Location details
1776 S Naperville Rd #101a, Wheaton, IL, 60189, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jay is a gem in a world of cubic zirconia. I called to ask him some questions about family's financial circumstances and determine if I needed financial help... I hung up with a clear understanding of my circumstances and feeling confident with my current plan. Jay didn't try to sell me on his services. He actively listened to my story and asked good questions. He was really engaged on the phone. We ultimately came to the mutual decision that it did not make sense for us to work together at this point in time. I hung up feel... read more
Trustworthy, smart, and principled. Jay is a man of the utmost integrity and has been a trusted advisor for over 15 years. I could not recommend anyone more highly than Jay.
Excellent advice. Jay really got to know our situation before giving that advice. Thanks so much Jay. Really appreciate it.
Jay is a student of the industry which helps him best serve his clients. He is able to present planning in a way that helps you understand the process and feel comfortable. I highly recommend him!
Jay Patel has been a personal advisor and trusted friend for many years now. His knowledge of financial instruments and application to specific life circumstances and goals really sets him apart as highly professional. Since we met, he's shown extraordinary care for me and my family's long term well-being. Thanks Jay, much appreciated!
Frequently asked questions about Jay Patel - Raymond James
How is Jay Patel - Raymond James rated?
Jay Patel - Raymond James has a 4.7 star rating with 9 reviews.
When is Jay Patel - Raymond James open?
Jay Patel - Raymond James is open now. It will close at 6:00 p.m.
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