Jacques Financial, LLC
Financial Services
Rockville, Maryland, United States
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Jacques Financial, LLC Overview
- Headquarters
- Rockville, Maryland, United States
- Phone Number
- Available in AeroLeads
- Website
- jacquesfinancial.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 1978
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Jacques Financial, LLC
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. Services include: Financial Planning, Wealth Management, Investment Advising, Money Management, Tax Planning and Tax Preparation, Estate Planning and Estate Preparation, Will Preparation, and Risk Management. 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.
Jacques Financial, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Jacques Financial, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Amy Biddy | Office Manager & Operations at Jacques | Silver Spring, Maryland, United States |
Email
|
| Anne Jeffress | Operations Manager at Jacques | Rockville, Maryland, United States |
Email
Phone
|
| Teleshia D. Simpson | Certified Public Accountant | Washington Dc-baltimore Area, United States |
Email
Phone
|
| Natalie Montanaro | Administrative Assistant | Rockville, Maryland, United States |
View
|
Employees by Management Level
Manager
2 profiles
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Operations | 2 | 2 | 1 |
| Finance | 1 | 1 | 1 |
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