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.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 1700 E Gude Dr, Rockville,maryland 20850,united States
- Phone
- (301) 738-1303
- Ma****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jacquesfinancial.com
- HQ
- Rockville, Maryland
Jacques Financial, Llc Questions
Jacques Financial, Llc's helpline number is (301) 738-1303
Jacques Financial, Llc's website is jacquesfinancial.com
Jacques Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/jacques-financial-llc
Jacques Financial, Llc has
10 employees.
View email and phone details for 10
employees at Jacques Financial, Llc.
Jacques Financial, Llc's industry is
Financial Services
Jacques Financial, Llc's top competitors are
Homestead Financial Group,
Kaufman & Company, Llc,
Vlp Financial Advisors,
Nolan Securities Corporation,
Meridian Investments,
Hoopoe Capital,
Together For Better Foundation,
Lga Capital Cre, Llc,
Full Court Capital,
Northern Capital Securities Corporation.
Jacques Financial, Llc's support email address is Mail@JacquesFinancial.com
Jacques Financial, Llc's categories are Financial Services
Jacques Financial, Llc's founding year is 1978
