Jay D Courtney, CLU®, RICP®
Wealth Management Advisor


Courtney Financial

  • Office 972-518-3021
  • Mobile 972-824-5111

 

Our Mission
 
At Courtney Financial, our clients are the heart of our business. With a passion for enriching the lives of others, we take a comprehensive approach to financial planning, risk management, retirement income planning, and more. 

 
Your Financial Future
 
We serve our clients by developing an integrated retirement income strategy to:
  • Maximize Efficiency
  • Minimize Risk
  • Implement Tax Strategies

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck