WE ARE
Jacobs Financial Partners
Our goal is to bring sound financial strategies to Connecticut & beyond. As a tight-knit team of experienced, dedicated industry and CERTIFIED FINANCIAL PLANNER™ professionals, we work together to bring financial clarity and confidence to those who need it most.
At Jacob Financial Partners, we proudly work with individuals, families, corporate executives and business owners to offer tailored strategies and lifelong partnerships designed to empower and organize their financial lives.
You Deserve to Work With Someone Who Can
Organize
Organize accounts, products and strategies across every aspect of your financial life.
Lead
Bring industry-leading knowledge, designations and experience toward addressing your biggest concerns.
Empower
Encourage you and yours to make healthy, positive decisions regarding your financial future.