We Have a Heart of a Teacher

Be Confident About Your Retirement

As a member of SmartVestor Program, Jay Patel understands how to help you put Dave Ramsey’s principles to work in your own life.  We help you with the Baby Steps, retirement planning, building wealth, and charitable planning.

Highlights from Jay’s Experience as a member of the SmartVestor Program

  • Taught over 10 Financial Peace University classes at his local church
  • Local Sponsor for Ramsey Smart Conference events
  • Taught Smart Money Smart Kids
  • Avid listener to Dave Ramsey’s radio show
  • 19 years industry experience

Dave Ramsey’s SmartVestor

Dave made the decision not to open his own investment firm, but to support local providers that adhere to his investing principles.  The SmartVestor program connects clients looking for investment advisors who have the heart of a teacher and provide independent investment advice.  To become a member of the SmartVestor Program, Jay went through a vetting process to be listed in our local area.  He also adheres to a strict code of conduct to keep his own financial affairs in order, provide unbiased products and services, and give recommendations consistent with Dave Ramsey’s philosophies on debt, investing, and insurance.

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Program. Members of the SmartVestor Program are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. Members of the SmartVestor Program are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Program and makes no claim or promise of any result or success of retaining a member of the SmartVestor Program. Your use of SmartVestor program, including the decision to retain the services of any member of the SmartVestor Program, is at your sole discretion and risk. Any services rendered by members of the SmartVestor Program you contact are solely that of the member of the SmartVestor Program. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.