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Zsadee Major

Client of GWM

Jay Alexander of Greystone Wealth Management is a dedicated and talented young professional who inspired my trust from the very first meeting. I was truly impressed by his expertise in helping me organize and optimize my financial planning and assets. I would highly recommend Greystone Wealth Management.

Nicole V

I’ve worked with JP since 2019 and he has been a tremendous help with ensuring my money is safe and growing! He not only handles my investments but my estate planning and college planning for my children. Prior to him I had a financial advisor that only heard from twice a year and who never made an actual plan. If I didn’t reach out with questions I wouldn’t have heard from him. It’s a great feeling to have someone who keeps in contact monthly and is already on top of things before I can even worry!

Kathleen Bolton

Director of Sales - Revolution Company

I began working with Jay Alexander and Greystone Wealth Management as I approached retirement. Jay gave me sound financial planning advice that enabled me to retire when I wanted. Jay is a seasoned professional who truly cares about his clients. He goes out of his way to make himself available whenever needed. I have complete trust in him and therefore, I have no hesitation in highly recommending Jay and Greystone Wealth Management.

SS

Sue and Sam

We have been working with Jay for a couple years now and he is absolutely THE BEST!! He has taught us so much about our finances and takes the time to really make sure we understand all our options. He is professional, very knowledgeable and extremely kind. It isn’t easy to trust everyone with your financial information but I absolutely 💯 trust Jay. He is always available and willing to answer any questions. I especially appreciate his honesty and positive energy. We highly recommend him.

Carole Roberts

I met Jay Alexander of Greystone Wealth Management when I went to an AFEA workshop. I was impressed with his knowledge and ability to explain complicated concepts to the seniors present. He was also very personable and patient, answering everyone’s questions. I decided to make an appointment so he could go over my investments and help me plan for my future and that of my spouse. He helped me understand the advantages and disadvantages of various investments and helped me choose a plan that was appropriate for me. I feel very confident that I made the right choices. Jay is someone who inspires people’s trust because of his knowledge, his essential kindness and his ability to relate to everyone. He is an excellent financial advisor and a great human being. I have recommended Greystone Wealth Management and Jay Alexander to friends of mine who needed investment advice.

Maria Arredondo

Truly a great experience working with Jay. He made the process clear and easy. Everything was as he said it would be, very helpful and professional.

Dave Nix

Excellent financial advice from Jay Alexander regarding assistance with reducing our tax liability in retirement and initiating Social Security payments in a timely manner.

Carol Philipp

I have had an excellent experience working with Jay Alexander in planning for retirement. I have had a class in social security planning and retirement planning with him and also have subsequently met to go over my financial plan going forward. I am approaching retirement in 2-5 years depending upon a small business (so this is my best estimate) and have been able to know hall aspects of the process. I would highly recommend Jay Alexander in knowledge, experience, and integrity in all aspects of planning retirement.

B & J

We met JP at a Social Security class about a year ago. He opened our eyes to the retirement planning options available. We've since worked one on one with JP and with his guidance, feel much more comfortable now in preparing for our retirement years.

G J

I had the opportunity to attend a class on Social Security taught by Jay Alexander. Subsequently, I met with Jay for two individual meetings. Both the class and personal meetings were very informative and I carried away valuable insight. Additionally, personal finance being of such import to me personally, I found Jay's consultation personable and relatable. He presented potentially complicated financial concepts in a manner easily understood.

Zsadee Major

Client of GWM

Jay Alexander of Greystone Wealth Management is a dedicated and talented young professional who inspired my trust from the very first meeting. I was truly impressed by his expertise in helping me organize and optimize my financial planning and assets. I would highly recommend Greystone Wealth Management.

Nicole V

I’ve worked with JP since 2019 and he has been a tremendous help with ensuring my money is safe and growing! He not only handles my investments but my estate planning and college planning for my children. Prior to him I had a financial advisor that only heard from twice a year and who never made an actual plan. If I didn’t reach out with questions I wouldn’t have heard from him. It’s a great feeling to have someone who keeps in contact monthly and is already on top of things before I can even worry!