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When the Complexities Outweigh Your Confidence

We’ll Be By Your Side

Comprehensive Financial Planning & Investment Management

Discover Our Difference


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.

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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