Top priority is to provide clients with the knowledge and education necessary to make good financial decisions. It's about managing the realities of today with a focus on your goals for tomorrow.
Professional Qualifications & Registrations
Series 6, 7, 63, and 66 Securities Licenses
Financial recommendations are made that are consistent with a client's financial circumstances and risk tolerance, and are on-track with the client's long-term goals.
Clients are informed of the costs and benefits of working with a professional investment representative.Through all of the market ups and downs, we strive to provide quality service and deliver quality financial advice with integrity to help our clients reach their financial goals.Asset Allocation
Are you nearing retirement?
General Financial PlanningI believe in becoming your financial partner and building a long-term relationship.Licensed in Indiana and Illinois
Each client relationship begins with a personal financial plan designed to identify long-term goals as well as a strategy for implementing their plan.
Are you somewhere in between?
Areas of Focus
Are you just starting your investment journey?
Clients are entitled to the professional advice of investment representatives whose philosophy and style of doing business are compatible with their own.As your financial advisor, my job is to assess the many investment choices available and recommend those that are most appropriate for your goals and asset allocation strategy. Working through Money Concepts, I do NOT associate with proprietary products, so I can be completely objective in my recommendations. With a complete portfolio of investment products to implement your plans, I hope to help make your goals a reality.
I enjoy spending time with my wife and three teenage children. In the winter we enjoy skiing, in the summer we enjoy mountain biking, and throughout the year I serve at our local church on the music ministry team.
What are your long-term investment goals?
My name is Jay Triemstra and I offer investment, estate, business and retirement planning services. There is no charge for consultations and I will visit you at any of the bank's convenient locations.Life, Health and Disability Insurance LicensesCorporate and Individual Retirement Planning
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Jay Triemstra is an independent contractor of Money Concepts
note: American Community Bank of Indiana is an independent firm and not affiliated with Money Concepts