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Alvin Clay Financial Advisors LLC

309 York Rd Suite 215
Jenkintown, PA 19046

Phone:

267-626-2382

Fax:

267-626-2384

E-mail:

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401(k) Participants

401(k) plan is a tax-advantage, defined-contribution retirement plan offered by many employers to their employees

Client Login

Access your account from our Client Login Page.

Contact Us

Please feel free to contact us with any questions.

Choose Investment Management in Jenkintown, PA

Learn More About...

2025 SEI Q3 Economic Outlook

Individuals & Families
Religious Institutions
401(k) Plan Sponsors
Catholic Values Investing

What does "Fee Only" mean?

 

Need Financial Direction?

Alvin Clay Financial Advisors LLC — independent, experienced and expert — provides direction that is tailored to a client's specific financial circumstances.
 

"Investment decisions should not be made in a vacuum. Informed planning is critical. Our clients trust us to help you avoid potentially costly poor choices or indecision.
How can we help you?"

—Alvin Clay 
Founder and Managing Partner

Shows how transfer-on-death designations help avoid probate costs.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Suggests considering life insurance for stability during uncertain markets.

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Explains importance of rare-earth minerals and their role in technology and security.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck