Jacobs Financial Partners
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
95 Glastonbury Blvd Ste 210, Glastonbury...Phone Number
(860) 657-8757Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Jacobs Financial Partners
Jacobs Financial Partners specializes in financial advisory and wealth management services, primarily targeting pre-retirees in their 50s and 60s, as well as business owners and HR leaders. The firm offers personalized financial planning, tax planning, social security optimization, and corporate retirement plan management, with a focus on clients who have a minimum of $500,000 in investable household assets. They are particularly experienced in addressing the unique needs of aerospace employees and providing tailored solutions for individuals and families. Jacobs Financial Partners is dedicated to helping clients achieve their long-term financial goals with clarity and confidence.Explore more
Jacobs Financial Partners Org Chart
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Partner
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Certified Financial Retirement Plan Planner &...
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Financial Advisor
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Administrative Assistant
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Financial Advisor
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Jacobs Financial Partners specializes in financial advisory and wealth management services, primarily targeting pre-retirees in their 50s and 60s, as well as business owners and HR leaders. The firm offers personalized financial planning, tax planning, social security optimization, and corporate retirement plan management, with a focus on clients w... Read More
