Brian Clay, Financial Advisor located in New Haven, IN

Financial Advisor
Brian D Clay

CFP®, AAMS®
969 Werling Rd, New Haven, IN 46774opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Teri Lebo
    Registered Branch Associate
  • Rachel Allen
    Sr. Branch Office Administrator
  • Michelle Buuck
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(260) 493-8885

Fax

(866) 239-8689

Office Address

969 Werling Rd
New Haven, IN 46774opens in a new window

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