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VerifiedFinancial Services· Founded 1978

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.

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HeadquartersRockville, United StatesEmployees11(11 to 50)Annual revenue$1M to <$10MFounded year1978Websitejacquesfinancial.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

11

11 to 50 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

35

organic / mo

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Top roles at Jacques Financial, Llc

5 distinct titles indexed · top 5 shown.

  • 1administrative assistant
  • 1certified public accountant
  • 1office manager
  • 1registered principal
  • 1staff accountant

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