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Jacobs Financial Partners

Corporate Retirement Plans, Comprehensive Financial Planning & Investment Management

WHEN THE COMPLEXITIES OUTWEIGH YOUR CONFIDENCE

WE’LL BE BY YOUR SIDE


Discover Our Difference


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.

Schedule Your Complimentary Call

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You Deserve to Work With Someone Who Can


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Organize

Organize accounts, products and strategies across every aspect of your financial life.

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Lead

Bring industry-leading knowledge, designations and experience toward addressing your biggest concerns.

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Empower

Encourage you and yours to make healthy, positive decisions regarding your financial future. 


Get Started With a One-On-One Discussion With an Advisor


Schedule Your Complimentary Call