portrait of Jay Palen
FINANCIAL ADVISOR

Jay Palen

CFP®, AAMS™
408 Brighton Park Blvd, Suite 104, Summerville, SC 29483opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Special Needs Financial Considerations

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Car Restoration
  • Vintage Cars
  • Movies & Entertainment
  • Community Outreach
  • Architecture

Team Members

  • Melissa Black
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(843) 824-5595

Fax

(877) 222-0491

Office Address

408 Brighton Park Blvd
Suite 104
Summerville, SC 29483opens in a new window

Mailing address

P O Box 158
Ladson, SC 29456

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