Jacob Steinmann

Background

About Jacob Steinmann

I help families and businesses develop and implement strategies for insurance protection and wealth accumulation with a specific focus on Financial Planning and Investment Management. I take time to get to know my clients and their needs before developing options to consider. I am collaborative with attorneys, accountants and other advisors to my clients, taking a team approach to identify goals and implement solutions. For the past 2 decades, I have been the owner/operator of multiple closely held businesses and real estate holdings. Throughout my life as an entrepreneur, I have learned that building strong relationships is the foundation of success in personal wealth and business achievement. Leveraging my experience as a business owner, I work with companies to design and implement employee benefit plans, group benefit plans as well as buy/ sell insurance and executive compensation packages. I am registered to sell securities in the following states: CT, NY, NJ, CA, FL, PA, SC, TN I am licensed to sell insurance products in the following states: NY, NJ, CT, PA, CA. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.