Client Testimonials
“Jay and his team have been managing my finances for over 15 years. Finishing fellowship and beginning a medical practice, I had very little knowledge of financial planning, life insurance needs and retirement planning. Jay has been a great educator and has given me excellent guidance along the way. I feel confident knowing I have Jay’s expertise and guidance.”
Dave Mayman, MD Chief of the Surgical Arthritis Service
Professor of Orthopaedic Surgery
Weill Medical College of Cornell University
Attending Surgeon Hospital for Special Surgery
No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.
“Jay has been with us since 1998. Jay's guidance is always solid and he gives us confidence about our future. What impresses me the most about Jay is his uncanny ability to understand and anticipate our needs. After 18 years we have never seen Jay become complacent; he is constantly searching for innovative ideas.”
Lawton Adams, President/CEO Lawton Adams Construction
No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.
"I have had the pleasure of working with Jay and his team since 2003. As my orthopedic surgical practice and personal needs evolved, I found Jay to be the consummate professional—he anticipated our needs and executed a well-thought-out financial plan addressing these needs. As I get closer to retirement age, the provisions put in place 20 years ago are coming to fruition. I am very thankful to have him on my team!"
Neil Roth, MD
Orthopedic Surgeon, Sports Medicine Specialist
New York Sports Medicine Institute
Lenox Hill and White Plains Hospital
No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.
“We were introduced to Jay from my trusted accountant. We have found him to be extremely professional with a solid understanding of my needs. His creative approach is a great foundation for my present and future needs. His year-end recap provides hands-on involvement and healthy discussion on the future. What a pleasure to deal with.”
Todd I Keller, President/CEO, Speco Technologies
No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.
“Jay Hochheiser has brought something to my wife and I that years of training and hard work couldn’t-peace of mind. We know that we have someone we can trust to listen to us and respond to our concerns while looking out for our future. In the current economics of healthcare, not having to worry about our financial future feels truly remarkable. Thanks Jay!”
Andrew Grose, M.D.
Orthopedic Trauma and Joint Reconstruction
HSS Orthopedics with Stamford Health
No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.
“Having Jay on my team gives me the freedom and confidence that allow me to dedicate my resources and time to running my business. Ever vigilant and straight-forward...his common sense approach is an asset to any small business.”
Vincent Tolins, President Pro-Tech Plumbing & Heating
No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.