Through careful analysis of our clients’ needs, we’ve assembled a list of our services below that we believe provide us with the best capacity to properly position each of our clients for retirement and beyond. With us by your side throughout every aspect of your financial life, we will help you navigate toward the point at which you feel completely comfortable and secure with your financial future!
For more than 40 years, we have been advocating for individuals and families to help them navigate the complexities of tax policy and compliance.
Learn MoreAs a top ranked Barron’s firm, we offer a wide range of financial, retirement and investment strategies.
Learn MoreThe Jacques Law Office provides practical estate planning solutions to help realize your generational goals.
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Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family.
At Jacques Financial, we believe in our process and our service, and others do, too! We have been recognized dozens of times over the course of nearly two decades for our commitment to clients and our wide-spanning abilities to provide for those we work with.
You can reach any of our Jacques Financial team members by calling (301) 738-1303, or request a meeting with us.
We believe that education, along with access to that education, is incredibly key on the journey to financial security. That’s why we use blog posts to keep all of our clients updated with the latest tips, tricks and information pertaining to their individual financial plans. View our blog posts below!
Let’s set up a time to get together to have coffee, breakfast or a quick lunch to get to know each other and talk about what’s important to you.
Please call us at (301) 738-1303, or simply fill out this form, and we will get back to you to set up a time for an initial conversation.
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© 2023 Jacques Financial.
Securities offered through Jacques Financial, LLC (JFLLC) a Broker-Dealer, Member FINRA/SIPC. Advisory services offered through Jacques Advisors, LLC an affiliate of JFLLC. Insurance services offered through Jacques Wealth, LLC an affiliate of JFLLC. Tax services offered through Jacques & Associates CPAs, LLC an affiliate of JFLLC.
