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I'm Jay Schmiedel, a dedicated financial professional based in Middlebury, CT. I've been in the financial industry since 1995 and with Money Concepts since 2004. I hold Series 6 and 63 licenses, in addition to being licensed in Life and Health insurance. My experience includes managing 403B plans for teachers, small business retirement plans, and offering personalized financial services to individual clients.
I live with my wife Terrie and our three children, enjoying a family-oriented lifestyle filled with sports and quality time with our golden retriever, Peanut. I operate from my home office and prefer to meet clients at their homes or businesses, ensuring a personalized and convenient service tailored to their needs.
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If you work after you begin receiving Social Security retirement benefits, all or part of your retirement benefit may be withheld if your earnings exceed the retirement earnings test exempt amount.
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This is the first installment of Business Insider's five-part series, The Burnout Cure, which examines how people recognize burnout, confront it, and rebuild their lives on the other side.
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Learn more about college and federal grants for college.
We believe that before investments and products ever come into play, we must establish a relationship. As such, we believe a financial professional should listen before acting, reduce your stress, and provide ongoing consultations and adjustments.
Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.
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We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.
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