Bringing Sound Financial Strategies
To Connecticut & Beyond
We’re Jacob Financial Partners, LLC. A tight-knit team of experienced, dedicated industry professional and CERTIFIED FINANCIAL PLANNER™ professionals working together to bring financial clarity and confidence to those who need it most. 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.
