Verified recordFinancial Services

Jacob Rokosz

Retirement Representative at Empower

Based in Philadelphia, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Philadelphia

Industry

Financial Services

Company size

13K

Contact information

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j•••••••@empower.com

Phone

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Background

About Jacob Rokosz

At Tristate Financial Advisors (TFA), we specialize in helping employees and business owners with their employee benefit retirement plans. This includes 401k's, IRA's, Brokerage Accounts, 403b's, pensions plans, employee stock ownership plans and SEP's.As a financial advisor, I help clients achieve their goals financially by developing, implementing and updating comprehensive financial plans that are specific to them. Everyone has different financial needs and situations that financial plans need to be tailored to.For a free consultation, call 215-853-8539 to schedule an appointment today.Tristate Financial AdvisorsToday. Tomorrow. Together.Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC, Florida Financial Advisors is a Registered Investment Advisory firm in the state of FL

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