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Financial Planning

Whether you are interested in building wealth, preserving your assets, or protecting your family, Jacques Financial offers a comprehensive range of financial services and investment options that are designed to help clients secure, maintain, and improve their financial lives.

Our services include actively managed investment accounts, mutual funds, tax-deferred annuities, 529 college savings plans, tax-free bonds, and a variety of risk management products such as life and long-term care insurance.

To learn more, contact us!

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Services

Through careful analysis of our clients’ needs, we’ve assembled a list of services that we believe gives us the best chance to properly position each person for retirement and beyond. Standing by you at every point and through every aspect of your financial life, we can help you navigate toward the point at which you feel completely comfortable and secure!

Tax
Preparation

Tax Preparation

For more than 40 years, we have been advocating for individuals and families to help them navigate the complexities of tax policy and compliance.

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Financial
Planning

Financial Planning

As a top ranked Barron’s firm, we offer a wide range of financial, retirement and investment strategies.

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Wills &
Estates

Wills & Estates

The Jacques Law Office provides practical estate planning solutions to help realize your generational goals.

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Award-Winning Service

See All of Our Awards

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.

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Ready for the Next Steps? Let’s Talk

You can reach any of our team members by calling (301) 738-1303, or you can request a meeting with us.