Jake Meisner
Regional Sales Director at Rt Consulting Llc
Based in United States
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Seniority
Director
Department
Sales & Business Development
Location
United States
Industry
Insurance
Company size
20
Contact information
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j•••••••@rtconsultingllc.com
Phone
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Background
About Jake Meisner
As a financial representative with The Bulfinch Group, I'm on a mission to demystify the financial world for young professionals and growing families. I specialize in meeting people exactly where they are in life's journey - whether you're a recent graduate trying to balance student loans with saving for the future, or new parents juggling daycare costs while wondering how to build financial security for your growing family. What sets my approach apart is The Bulfinch Group's unique planning strategy that breaks from industry norms. I focus on education first. My clients leave our conversations with greater clarity and confidence about their financial choices. My measure of success is simple: are you in a better position after we've worked together than before we met? That's the standard I hold myself to with every client relationship! Looking to take control of your financial future? Let’s connect for a conversation—message me here or email me at jake.meisner@bulfinchgroup.com!"/COMPLIANCE:2025-2319/
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