Insurance Strategies, Business Owners, Special Needs (ChSNC Required), Investment Strategies (Reg. Reps Only), Retirement Income Planning, Charitable Giving, College Funding Strategies, Estate Planning, Group Benefits, Military, Financial Education, Risk Management Strategies, Retirement Strategies
Jerry Wade is a Financial Planner and Special Care Planner at On Point Strategic Planning, LLC, a financial services organization known for its specialized team and the personalized advice and guidance they provide to clients as they build their financial security.
Jerry is dedicated to providing clients with financial solutions and works with individuals, families and business owners as they look to build financial security through every stage of life. As part of a specialized team, he can tap into a wide range of planning resources and provide clients with integrated and customized solutions to successfully fulfill their financial goals and objectives. He Prides himself in getting to know each client so that he can understand their individual needs and what matters most to them
Areas of Focus
Protection & Insurance
Business Planning Solutions
University of Toledo
Middlesex Community College
Life Underwriter Training Council Fellowship - American College
Chartered Advisor for Senior Living – American College
Retirement Income Certified Professional – American College
Professional & Community Associations:
Served United States Air Force 1986-1990
Board Member, Junior Achievement, a global non-profit dedicated to inspiring and preparing young people to succeed in a global economy.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck